Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,163 | $154,209-33.8% | $130,062-21.5% | $139,487-26.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.08% | 32.52%-9.4pp | -137.37%+160.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $2,745 | $5,292-48.1% | $4,322-36.5% | $4,755-42.3% |
| Participant deferral / active EE | $21,000 | $6,709+213.0% | $5,821+260.8% | $6,713+212.8% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |