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 | $143,296 | $93,346+53.5% | $71,796+99.6% | $273,972-47.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.92% | 130.39%-117.5pp | 78.04%-65.1pp | 41.46%-28.5pp |
| Employer contribution / active EE | $12,333 | $2,733+351.2% | $1,924+540.9% | $4,869+153.3% |
| Participant deferral / active EE | $1,913 | $3,475-45.0% | $2,794-31.6% | $5,287-63.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |