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 | $112,177 | $124,980-10.2% | $108,359+3.5% | $154,746-27.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.12% | 45.00%-32.9pp | 36.89%-24.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $12,004 | $2,851+321.1% | $2,399+400.3% | $4,379+174.1% |
| Participant deferral / active EE | $3,475 | $4,743-26.7% | $4,137-16.0% | $6,730-48.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |