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 | $105,439 | $105,856-0.4% | $90,161+16.9% | $147,586-28.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.34% | 37.63%-14.3pp | 34.89%-11.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $14,077 | $4,126+241.2% | $3,318+324.3% | $4,876+188.7% |
| Participant deferral / active EE | $9,033 | $5,733+57.6% | $5,287+70.8% | $5,439+66.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |