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 | $79,196 | $162,812-51.4% | $133,971-40.9% | $158,966-50.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.26% | 41.94%-30.7pp | 45.09%-33.8pp | 302.95%-291.7pp |
| Employer contribution / active EE | $11,610 | $4,976+133.3% | $3,919+196.3% | $4,762+143.8% |
| Participant deferral / active EE | $22,750 | $5,910+284.9% | $5,047+350.8% | $5,983+280.2% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |