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 | $80,579 | $197,819-59.3% | $155,789-48.3% | $125,389-35.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 59.17% | 86.73%-27.6pp | 71.54%-12.4pp | 282.24%-223.1pp |
| Employer contribution / active EE | $23,500 | $4,850+384.5% | $3,839+512.2% | $4,866+382.9% |
| Participant deferral / active EE | $8,000 | $5,631+42.1% | $4,798+66.7% | $5,352+49.5% |
| Admin fee / account holder | $7 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |