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 | $115,039 | $121,656-5.4% | $104,614+10.0% | $158,950-27.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.50% | 465.51%-454.0pp | 340.56%-329.1pp | 302.91%-291.4pp |
| Employer contribution / active EE | $1,504 | $3,164-52.5% | $2,681-43.9% | $4,762-68.4% |
| Participant deferral / active EE | $6,500 | $4,177+55.6% | $3,739+73.8% | $5,983+8.6% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |