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 | $124,897 | $160,028-22.0% | $147,080-15.1% | $145,884-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.07% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,227 | $5,286-38.9% | $4,933-34.6% | $4,662-30.8% |
| Participant deferral / active EE | $16,047 | $8,422+90.5% | $8,066+98.9% | $6,690+139.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |