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 | $147,209 | $176,402-16.5% | $134,162+9.7% | $158,982-7.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.03% | 63.66%-60.6pp | 36.35%-33.3pp | 302.99%-300.0pp |
| Employer contribution / active EE | $17,000 | $5,042+237.2% | $3,705+358.8% | $4,763+256.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $247 | $8,719-97.2% | $6,685-96.3% | $11,252-97.8% |