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 | $85,972 | $96,558-11.0% | $80,977+6.2% | $273,972-68.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 122.03% | 15.14%+106.9pp | 17.11%+104.9pp | 41.46%+80.6pp |
| Employer contribution / active EE | $7,333 | $4,869+50.6% | $3,715+97.4% | $4,869+50.6% |
| Participant deferral / active EE | $16,000 | $6,598+142.5% | $5,696+180.9% | $5,287+202.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |