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 | $97,895 | $105,856-7.5% | $90,161+8.6% | $147,586-33.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.44% | 37.63%-20.2pp | 34.89%-17.4pp | 578.59%-561.2pp |
| Employer contribution / active EE | $14,876 | $4,126+260.5% | $3,318+348.3% | $4,876+205.1% |
| Participant deferral / active EE | $6,998 | $5,733+22.1% | $5,287+32.4% | $5,439+28.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |