Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,707 | $115,814-5.3% | $101,275+8.3% | $158,982-31.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.47% | 56.16%-33.7pp | 46.48%-24.0pp | 302.99%-280.5pp |
| Employer contribution / active EE | $2,573 | $4,176-38.4% | $3,660-29.7% | $4,763-46.0% |
| Participant deferral / active EE | $12,663 | $4,958+155.4% | $4,371+189.7% | $5,983+111.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |