Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,607 | $152,591-42.6% | $117,529-25.5% | $134,545-34.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.79% | 53.04%-52.2pp | 29.77%-29.0pp | 418.37%-417.6pp |
| Employer contribution / active EE | $7,222 | $5,576+29.5% | $4,179+72.8% | $4,742+52.3% |
| Participant deferral / active EE | $7,338 | $4,821+52.2% | $4,072+80.2% | $6,401+14.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |