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 | $85,977 | $83,337+3.2% | $67,834+26.7% | $273,972-68.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 41.96% | 259.45%-217.5pp | 138.47%-96.5pp | 41.46%+0.5pp |
| Employer contribution / active EE | $3,143 | $3,287-4.4% | $2,403+30.8% | $4,869-35.4% |
| Participant deferral / active EE | $8,574 | $4,088+109.7% | $3,160+171.4% | $5,287+62.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |