Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,950 | $108,882+31.3% | $96,754+47.7% | $154,746-7.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.95% | 98.39%-80.4pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $4,775 | $3,018+58.2% | $2,679+78.2% | $4,379+9.0% |
| Participant deferral / active EE | $11,260 | $5,323+111.5% | $4,758+136.6% | $6,730+67.3% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |