Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,029 | $106,923-45.7% | $84,023-30.9% | $152,909-62.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.31% | 105.02%-90.7pp | 71.32%-57.0pp | 345.46%-331.2pp |
| Employer contribution / active EE | $9,824 | $2,735+259.1% | $1,984+395.2% | $4,764+106.2% |
| Participant deferral / active EE | $5,670 | $4,013+41.3% | $3,239+75.0% | $5,851-3.1% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |