Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,354 | $183,539-53.5% | $155,556-45.1% | $145,897-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $6,100 | $5,315+14.8% | $4,675+30.5% | $4,663+30.8% |
| Participant deferral / active EE | $3,774 | $6,467-41.6% | $5,631-33.0% | $6,689-43.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |