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 | $157,921 | $217,432-27.4% | $185,849-15.0% | $167,536-5.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.33% | 148.42%-133.1pp | 122.10%-106.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $7,500 | $5,875+27.7% | $5,169+45.1% | $4,839+55.0% |
| Participant deferral / active EE | $3,357 | $6,357-47.2% | $5,569-39.7% | $6,342-47.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |