Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,379 | $150,412-36.6% | $120,574-20.9% | $145,884-34.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.19% | 154.50%-141.3pp | 107.42%-94.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,462 | $4,355-20.5% | $3,471-0.2% | $4,662-25.7% |
| Participant deferral / active EE | $11,234 | $6,175+81.9% | $4,996+124.9% | $6,690+67.9% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |