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 | $129,185 | $171,492-24.7% | $150,734-14.3% | $198,609-35.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 8.69% | 804.70%-796.0pp | 600.81%-592.1pp | 202.70%-194.0pp |
| Employer contribution / active EE | $9,751 | $5,470+78.3% | $4,918+98.3% | $5,055+92.9% |
| Participant deferral / active EE | $3,684 | $6,259-41.1% | $5,610-34.3% | $6,977-47.2% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |