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 | $94,009 | $160,028-41.3% | $147,080-36.1% | $145,884-35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.19% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,657 | $5,286-68.7% | $4,933-66.4% | $4,662-64.5% |
| Participant deferral / active EE | $14,386 | $8,422+70.8% | $8,066+78.3% | $6,690+115.0% |
| Admin fee / account holder | $1 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |