Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,104 | $160,040-26.2% | $147,096-19.7% | $145,877-19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,000 | $5,289-43.3% | $4,936-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $15,800 | $8,429+87.5% | $8,071+95.8% | $6,691+136.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |