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 | $63,204 | $198,457-68.2% | $170,435-62.9% | $147,586-57.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.64% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $13,399 | $6,183+116.7% | $5,432+146.7% | $4,876+174.8% |
| Participant deferral / active EE | $4,080 | $5,629-27.5% | $4,939-17.4% | $5,439-25.0% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |