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 | $95,013 | $102,828-7.6% | $105,387-9.8% | $152,885-37.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.69% | 20.85%-1.2pp | 26.82%-7.1pp | 345.39%-325.7pp |
| Employer contribution / active EE | $1,510 | $4,473-66.2% | $4,213-64.2% | $4,763-68.3% |
| Participant deferral / active EE | $7,526 | $5,465+37.7% | $5,502+36.8% | $5,851+28.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,598-100.0% |