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 | $124,311 | $159,934-22.3% | $147,005-15.4% | $145,959-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,065 | $5,287-60.9% | $4,934-58.2% | $4,661-55.7% |
| Participant deferral / active EE | $5,414 | $8,427-35.8% | $8,070-32.9% | $6,689-19.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |