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 | $102,665 | $157,270-34.7% | $141,173-27.3% | $152,870-32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.93% | 64.33%-35.4pp | 71.40%-42.5pp | 345.34%-316.4pp |
| Employer contribution / active EE | $2,780 | $5,261-47.2% | $4,735-41.3% | $4,763-41.6% |
| Participant deferral / active EE | $4,719 | $7,110-33.6% | $6,710-29.7% | $5,850-19.3% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |