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 | $115,780-5.2% | $101,255+8.3% | $158,931-31.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.47% | 56.14%-33.7pp | 46.48%-24.0pp | 302.86%-280.4pp |
| Employer contribution / active EE | $2,573 | $4,175-38.4% | $3,660-29.7% | $4,761-46.0% |
| Participant deferral / active EE | $12,663 | $4,958+155.4% | $4,370+189.8% | $5,982+111.7% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |