Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,109 | $183,592-43.8% | $155,567-33.7% | $145,959-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $14,715 | $5,315+176.9% | $4,674+214.8% | $4,661+215.7% |
| Participant deferral / active EE | $9,977 | $6,464+54.3% | $5,628+77.3% | $6,689+49.2% |
| Admin fee / account holder | $65 | $19,318-99.7% | $15,916-99.6% | $13,398-99.5% |