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 | $67,689 | $198,462-65.9% | $170,439-60.3% | $147,585-54.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.68% | 257.30%-237.6pp | 205.94%-186.3pp | 578.58%-558.9pp |
| Employer contribution / active EE | $12,182 | $6,184+97.0% | $5,433+124.2% | $4,876+149.8% |
| Participant deferral / active EE | $12,670 | $5,629+125.1% | $4,939+156.5% | $5,439+133.0% |
| Admin fee / account holder | $172 | $16,852-99.0% | $13,881-98.8% | $10,886-98.4% |