Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,973 | $166,268-45.9% | $165,100-45.5% | $145,897-38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.85% | 100.52%-81.7pp | 70.21%-51.4pp | 552.29%-533.4pp |
| Employer contribution / active EE | $3,229 | $5,284-38.9% | $4,348-25.7% | $4,663-30.7% |
| Participant deferral / active EE | $11,146 | $6,964+60.0% | $6,035+84.7% | $6,689+66.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |