Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,416 | $184,000-42.2% | $162,185-34.4% | $152,909-30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.29% | 150.80%-122.5pp | 115.61%-87.3pp | 345.46%-317.2pp |
| Employer contribution / active EE | $13,357 | $6,370+109.7% | $5,613+138.0% | $4,764+180.4% |
| Participant deferral / active EE | $10,434 | $8,033+29.9% | $7,297+43.0% | $5,851+78.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |