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 | $111,962 | $217,427-48.5% | $185,837-39.8% | $167,518-33.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.72% | 148.39%-138.7pp | 122.08%-112.4pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $17,980 | $6,357+182.8% | $5,568+222.9% | $6,342+183.5% |
| Admin fee / account holder | $56 | $19,816-99.7% | $16,241-99.7% | $12,312-99.5% |