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 | $117,090 | $103,387+13.3% | $87,102+34.4% | $152,885-23.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.40% | 28.10%-8.7pp | 28.19%-8.8pp | 345.39%-326.0pp |
| Employer contribution / active EE | $6,704 | $3,221+108.2% | $2,521+165.9% | $4,763+40.7% |
| Participant deferral / active EE | $9,500 | $4,778+98.8% | $4,048+134.7% | $5,851+62.4% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |