Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,608 | $110,039-2.2% | $97,260+10.6% | $145,884-26.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 244.44%-232.0pp | 75.54%-63.1pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,693 | $3,074-44.9% | $2,721-37.8% | $4,662-63.7% |
| Participant deferral / active EE | $16,450 | $4,674+252.0% | $4,262+286.0% | $6,690+145.9% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |