Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,303 | $99,652-16.4% | $78,778+5.7% | $147,586-43.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.33% | 47.28%-27.9pp | 35.62%-16.3pp | 578.59%-559.3pp |
| Employer contribution / active EE | $17,163 | $2,796+513.9% | $1,986+764.3% | $4,876+252.0% |
| Participant deferral / active EE | $21,000 | $3,664+473.2% | $2,958+609.9% | $5,439+286.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |