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 | $173,429 | $112,121+54.7% | $95,960+80.7% | $158,966+9.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.82% | 171.16%-152.3pp | 91.63%-72.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $19,006 | $3,199+494.1% | $2,541+647.9% | $4,762+299.1% |
| Participant deferral / active EE | $7,875 | $4,784+64.6% | $4,167+89.0% | $5,983+31.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |