Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,346 | $70,366+28.4% | $66,674+35.5% | $138,895-35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.30% | 386.41%-367.1pp | 321.24%-301.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $9,432 | $2,765+241.1% | $2,620+260.0% | $4,194+124.9% |
| Participant deferral / active EE | $9,527 | $4,374+117.8% | $4,084+133.3% | $6,396+48.9% |
| Admin fee / account holder | $26 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |