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 | $128,431 | $197,637-35.0% | $177,848-27.8% | $158,982-19.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.51% | 58.77%-42.3pp | 48.33%-31.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $3,372 | $6,698-49.7% | $5,919-43.0% | $4,763-29.2% |
| Participant deferral / active EE | $7,297 | $8,405-13.2% | $7,714-5.4% | $5,983+21.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |