Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,468 | $175,212-58.6% | $149,682-51.6% | $139,427-48.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.29% | 166.63%-155.3pp | 134.35%-123.1pp | 373.27%-362.0pp |
| Employer contribution / active EE | $15,953 | $5,475+191.4% | $4,818+231.1% | $4,752+235.8% |
| Participant deferral / active EE | $10,000 | $6,520+53.4% | $5,681+76.0% | $6,711+49.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |