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 | $87,449 | $176,786-50.5% | $146,643-40.4% | $167,536-47.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 55.24% | 24.04%+31.2pp | 22.75%+32.5pp | 478.82%-423.6pp |
| Employer contribution / active EE | $5,063 | $5,161-1.9% | $4,137+22.4% | $4,839+4.6% |
| Participant deferral / active EE | $5,063 | $6,440-21.4% | $5,506-8.0% | $6,342-20.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |