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 | $83,807 | $144,130-41.9% | $117,861-28.9% | $147,586-43.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.70% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $7,992 | $4,897+63.2% | $3,786+111.1% | $4,876+63.9% |
| Participant deferral / active EE | $5,882 | $5,316+10.6% | $4,482+31.2% | $5,439+8.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |