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 | $125,049 | $149,040-16.1% | $120,225+4.0% | $137,256-8.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.81% | 605.68%-591.9pp | 439.23%-425.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,198 | $4,350+42.5% | $3,475+78.3% | $4,156+49.1% |
| Participant deferral / active EE | $12,434 | $4,655+167.1% | $3,999+210.9% | $6,407+94.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |