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 | $61,711 | $175,259-64.8% | $149,723-58.8% | $139,487-55.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.78% | 166.82%-129.0pp | 134.50%-96.7pp | 373.84%-336.1pp |
| Employer contribution / active EE | $2,568 | $5,478-53.1% | $4,821-46.7% | $4,755-46.0% |
| Participant deferral / active EE | $9,880 | $6,522+51.5% | $5,682+73.9% | $6,713+47.2% |
| Admin fee / account holder | $147 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |