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 | $121,525 | $144,130-15.7% | $117,861+3.1% | $147,586-17.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.20% | 531.20%-521.0pp | 335.11%-324.9pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,114 | $4,897-56.8% | $3,786-44.2% | $4,876-56.7% |
| Participant deferral / active EE | $7,902 | $5,316+48.6% | $4,482+76.3% | $5,439+45.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |