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 | $57,075 | $88,710-35.7% | $81,783-30.2% | $145,959-60.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $8,129 | $3,083+163.7% | $2,913+179.1% | $4,661+74.4% |
| Participant deferral / active EE | $1,718 | $4,645-63.0% | $4,320-60.2% | $6,689-74.3% |
| Admin fee / account holder | $168 | $8,407-98.0% | $7,380-97.7% | $13,398-98.7% |