Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,486 | $127,790+7.6% | $106,555+29.0% | $167,536-17.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.03% | 33.88%-19.8pp | 26.80%-12.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $7,893 | $3,428+130.3% | $2,819+179.9% | $4,839+63.1% |
| Participant deferral / active EE | $9,724 | $5,088+91.1% | $4,399+121.1% | $6,342+53.3% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |