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 | $87,852 | $103,008-14.7% | $90,304-2.7% | $152,897-42.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.76% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $11,006 | $3,139+250.6% | $2,855+285.5% | $4,764+131.0% |
| Participant deferral / active EE | $8,718 | $4,281+103.6% | $3,885+124.4% | $5,851+49.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |