Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,479 | $102,978+47.1% | $90,287+67.8% | $152,870-0.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.44% | 95.17%-74.7pp | 78.10%-57.7pp | 345.34%-324.9pp |
| Employer contribution / active EE | $2,614 | $3,139-16.7% | $2,855-8.4% | $4,763-45.1% |
| Participant deferral / active EE | $12,340 | $4,281+188.3% | $3,885+217.6% | $5,850+110.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |