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 | $106,745 | $133,981-20.3% | $112,249-4.9% | $134,532-20.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 10.84% | 47.16%-36.3pp | 27.48%-16.6pp | 418.27%-407.4pp |
| Employer contribution / active EE | $1,080 | $4,040-73.3% | $3,636-70.3% | $4,741-77.2% |
| Participant deferral / active EE | $27,000 | $5,292+410.2% | $4,729+470.9% | $6,401+321.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |