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 | $97,146 | $148,629-34.6% | $135,982-28.6% | $139,487-30.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.17% | 79.33%-62.2pp | 68.32%-51.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,391 | $5,247-73.5% | $4,859-71.4% | $4,755-70.7% |
| Participant deferral / active EE | $27,000 | $8,102+233.2% | $7,760+247.9% | $6,713+302.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |