Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,563 | $160,028-62.8% | $147,080-59.5% | $145,884-59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.93% | 98.60%-80.7pp | 420.17%-402.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $3,464 | $5,286-34.5% | $4,933-29.8% | $4,662-25.7% |
| Participant deferral / active EE | $8,345 | $8,422-0.9% | $8,066+3.5% | $6,690+24.7% |
| Admin fee / account holder | $100 | $15,030-99.3% | $12,989-99.2% | $13,392-99.3% |