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 | $72,879 | $100,203-27.3% | $85,240-14.5% | $145,897-50.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 84.28%-67.5pp | 66.75%-49.9pp | 552.29%-535.5pp |
| Employer contribution / active EE | $17,767 | $3,242+448.1% | $2,735+549.6% | $4,663+281.1% |
| Participant deferral / active EE | $2,744 | $5,299-48.2% | $4,527-39.4% | $6,689-59.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |