Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,253 | $152,619-45.5% | $125,195-33.5% | $152,909-45.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.04% | 54.85%-26.8pp | 43.79%-15.8pp | 345.46%-317.4pp |
| Employer contribution / active EE | $21,220 | $4,947+328.9% | $3,866+448.9% | $4,764+345.4% |
| Participant deferral / active EE | $19,000 | $5,869+223.8% | $4,937+284.8% | $5,851+224.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |