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 | $69,029 | $106,923-35.4% | $84,023-17.8% | $152,909-54.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.70% | 105.02%-89.3pp | 71.32%-55.6pp | 345.46%-329.8pp |
| Employer contribution / active EE | $2,876 | $2,735+5.1% | $1,984+45.0% | $4,764-39.6% |
| Participant deferral / active EE | $8,669 | $4,013+116.0% | $3,239+167.6% | $5,851+48.1% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |