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 | $58,830 | $152,592-61.4% | $125,180-53.0% | $152,885-61.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.17% | 54.84%-35.7pp | 43.79%-24.6pp | 345.39%-326.2pp |
| Employer contribution / active EE | $10,568 | $4,947+113.6% | $3,866+173.4% | $4,763+121.9% |
| Participant deferral / active EE | $19,000 | $5,868+223.8% | $4,937+284.8% | $5,851+224.7% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |