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 | $108,157 | $91,179+18.6% | $178,499-39.4% | $79,852+35.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.39% | 24.19%-4.8pp | 151.10%-131.7pp | 31.72%-12.3pp |
| Employer contribution / active EE | $4,538 | $3,256+39.4% | $5,011-9.4% | $2,471+83.6% |
| Participant deferral / active EE | $2,607 | $3,236-19.4% | $5,202-49.9% | $3,740-30.3% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |