Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,079 | $228,352-23.3% | $185,827-5.8% | $158,950+10.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.41% | 40.81%-21.4pp | 35.96%-16.5pp | 302.91%-283.5pp |
| Employer contribution / active EE | $17,177 | $4,967+245.9% | $4,087+320.3% | $4,762+260.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |