Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,161 | $103,000+95.3% | $90,300+122.8% | $152,885+31.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.67% | 95.19%-82.5pp | 78.11%-65.4pp | 345.39%-332.7pp |
| Employer contribution / active EE | $3,068 | $3,138-2.2% | $2,854+7.5% | $4,763-35.6% |
| Participant deferral / active EE | $3,381 | $4,281-21.0% | $3,884-13.0% | $5,851-42.2% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |