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 | $112,223 | $217,432-48.4% | $185,849-39.6% | $167,536-33.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.56% | 148.42%-130.9pp | 122.10%-104.5pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,037 | $5,875-65.3% | $5,169-60.6% | $4,839-57.9% |
| Participant deferral / active EE | $5,621 | $6,357-11.6% | $5,569+0.9% | $6,342-11.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |