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 | $128,338 | $84,713+51.5% | $75,717+69.5% | $167,518-23.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.49% | 199.49%-182.0pp | 104.58%-87.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $7,751 | $3,229+140.0% | $2,743+182.6% | $4,838+60.2% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $223 | $5,357-95.8% | $3,619-93.9% | $12,312-98.2% |