Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,953 | $110,337-3.1% | $102,383+4.5% | $145,877-26.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.07% | 24.83%+5.2pp | 24.94%+5.1pp | 551.28%-521.2pp |
| Employer contribution / active EE | $5,459 | $4,216+29.5% | $3,870+41.0% | $4,663+17.1% |
| Participant deferral / active EE | $22,500 | $5,621+300.3% | $5,060+344.7% | $6,691+236.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |