Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,815 | $209,422-51.4% | $178,503-43.0% | $158,982-36.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.32% | 188.81%-181.5pp | 151.12%-143.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $4,969 | $5,707-12.9% | $5,011-0.8% | $4,763+4.3% |
| Participant deferral / active EE | $10,650 | $5,955+78.8% | $5,202+104.7% | $5,983+78.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |