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 | $118,286 | $162,812-27.3% | $133,971-11.7% | $158,966-25.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.73% | 41.94%-24.2pp | 45.09%-27.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $5,214 | $4,976+4.8% | $3,919+33.1% | $4,762+9.5% |
| Participant deferral / active EE | $9,916 | $5,910+67.8% | $5,047+96.5% | $5,983+65.7% |
| Admin fee / account holder | $100 | $11,741-99.1% | $8,929-98.9% | $11,250-99.1% |