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 | $89,325 | $107,944-17.2% | $91,994-2.9% | $152,885-41.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 14.35% | 89.26%-74.9pp | 69.03%-54.7pp | 345.39%-331.0pp |
| Employer contribution / active EE | $5,353 | $4,210+27.1% | $3,452+55.1% | $4,763+12.4% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |