Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,104 | $124,346-21.9% | $111,306-12.8% | $167,553-42.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.86% | 37.46%-14.6pp | 54.67%-31.8pp | 478.89%-456.0pp |
| Employer contribution / active EE | $17,547 | $3,438+410.4% | $2,732+542.3% | $4,840+262.6% |
| Participant deferral / active EE | $7,378 | $5,182+42.4% | $4,488+64.4% | $6,343+16.3% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |