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 | $116,813 | $183,539-36.4% | $155,556-24.9% | $145,897-19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.27% | 61.31%-40.0pp | 64.84%-43.6pp | 552.29%-531.0pp |
| Employer contribution / active EE | $13,358 | $5,315+151.3% | $4,675+185.7% | $4,663+186.5% |
| Participant deferral / active EE | $6,506 | $6,467+0.6% | $5,631+15.5% | $6,689-2.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |