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 | $86,865 | $107,941-19.5% | $91,994-5.6% | $152,897-43.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 30.71% | 89.28%-58.6pp | 69.04%-38.3pp | 345.43%-314.7pp |
| Employer contribution / active EE | $3,391 | $4,212-19.5% | $3,453-1.8% | $4,764-28.8% |
| Participant deferral / active EE | $14,813 | $6,366+132.7% | $5,924+150.1% | $5,851+153.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |