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 | $97,155 | $81,696+18.9% | $70,494+37.8% | $158,982-38.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.22% | 208.70%-197.5pp | 109.16%-97.9pp | 302.99%-291.8pp |
| Employer contribution / active EE | $6,481 | $3,220+101.3% | $2,738+136.7% | $4,763+36.1% |
| Participant deferral / active EE | $9,826 | $4,558+115.6% | $3,711+164.8% | $5,983+64.2% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |