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 | $125,335 | $77,449+61.8% | $69,483+80.4% | $152,909-18.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.00% | 39.09%-13.1pp | 28.99%-3.0pp | 345.46%-319.5pp |
| Employer contribution / active EE | $1,349 | $3,316-59.3% | $2,780-51.5% | $4,764-71.7% |
| Participant deferral / active EE | $7,853 | $4,415+77.9% | $3,537+122.0% | $5,851+34.2% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |