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 | $107,775 | $131,835-18.2% | $108,582-0.7% | $273,972-60.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.02% | -91.57%+103.6pp | -51.70%+63.7pp | 41.46%-29.4pp |
| Employer contribution / active EE | $31,750 | $4,913+546.3% | $3,758+744.8% | $4,869+552.1% |
| Participant deferral / active EE | $18,000 | $5,127+251.1% | $4,311+317.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |