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 | $99,224 | $106,247-6.6% | $96,515+2.8% | $139,466-28.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.50% | 38.47%-24.0pp | 35.73%-21.2pp | 373.66%-359.2pp |
| Employer contribution / active EE | $33,514 | $4,106+716.3% | $3,740+796.2% | $4,754+605.0% |
| Participant deferral / active EE | $20,000 | $5,456+266.6% | $4,880+309.9% | $6,712+198.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |