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 | $90,444 | $185,905-51.3% | $170,057-46.8% | $139,487-35.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.14% | 60.56%-43.4pp | 53.42%-36.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $8,463 | $7,597+11.4% | $6,790+24.6% | $4,755+78.0% |
| Participant deferral / active EE | $18,123 | $11,627+55.9% | $10,411+74.1% | $6,713+170.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |