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 | $58,436 | $171,867-66.0% | $149,721-61.0% | $147,586-60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.02% | 2113.36%-2086.3pp | 1501.67%-1474.6pp | 578.59%-551.6pp |
| Employer contribution / active EE | $5,086 | $6,275-18.9% | $5,444-6.6% | $4,876+4.3% |
| Participant deferral / active EE | $9,162 | $7,270+26.0% | $6,568+39.5% | $5,439+68.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |