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 | $96,133 | $185,905-48.3% | $170,057-43.5% | $139,487-31.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.78% | 60.56%+4.2pp | 53.42%+11.4pp | 373.84%-309.1pp |
| Employer contribution / active EE | $4,521 | $7,597-40.5% | $6,790-33.4% | $4,755-4.9% |
| Participant deferral / active EE | $15,000 | $11,627+29.0% | $10,411+44.1% | $6,713+123.5% |
| Admin fee / account holder | $100 | $15,397-99.4% | $12,826-99.2% | $11,407-99.1% |