Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,206 | $99,995+10.2% | $85,063+29.6% | $145,978-24.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.11% | 83.99%-68.9pp | 66.54%-51.4pp | 550.52%-535.4pp |
| Employer contribution / active EE | $16,619 | $3,231+414.3% | $2,727+509.4% | $4,662+256.5% |
| Participant deferral / active EE | $11,021 | $5,295+108.1% | $4,523+143.7% | $6,690+64.8% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |