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 | $99,571 | $107,030-7.0% | $73,550+35.4% | $147,586-32.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.79% | 38.25%-22.5pp | -15.16%+31.0pp | 578.59%-562.8pp |
| Employer contribution / active EE | $7,116 | $1,760+304.2% | $1,219+483.7% | $4,876+45.9% |
| Participant deferral / active EE | $7,000 | $2,458+184.8% | $1,804+288.0% | $5,439+28.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |