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 | $102,097 | $209,422-51.2% | $178,503-42.8% | $158,982-35.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.78% | 188.81%-180.0pp | 151.12%-142.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $2,582 | $5,707-54.8% | $5,011-48.5% | $4,763-45.8% |
| Participant deferral / active EE | $2,774 | $5,955-53.4% | $5,202-46.7% | $5,983-53.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |