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 | $99,610 | $72,396+37.6% | $67,511+47.5% | $145,959-31.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.34% | 7194.07%-7179.7pp | 3517.41%-3503.1pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,482 | $3,071+13.4% | $2,733+27.4% | $4,661-25.3% |
| Participant deferral / active EE | $11,477 | $4,781+140.0% | $4,000+186.9% | $6,689+71.6% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |