Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,741 | $103,008-6.1% | $90,304+7.1% | $152,897-36.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.18% | 95.22%-82.0pp | 78.13%-65.0pp | 345.43%-332.3pp |
| Employer contribution / active EE | $10,755 | $3,139+242.6% | $2,855+276.7% | $4,764+125.8% |
| Participant deferral / active EE | $22,000 | $4,281+413.9% | $3,885+466.3% | $5,851+276.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |