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 | $94,507 | $103,038-8.3% | $90,324+4.6% | $152,909-38.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.40% | 95.25%-73.9pp | 78.15%-56.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $12,763 | $3,141+306.4% | $2,856+346.9% | $4,764+167.9% |
| Participant deferral / active EE | $16,059 | $4,282+275.0% | $3,885+313.3% | $5,851+174.4% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |