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 | $87,372 | $83,337+4.8% | $67,834+28.8% | $273,972-68.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.61% | 259.45%-250.8pp | 138.47%-129.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $16,509 | $3,287+402.2% | $2,403+586.9% | $4,869+239.1% |
| Participant deferral / active EE | $12,590 | $4,088+208.0% | $3,160+298.4% | $5,287+138.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |