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 | $72,376 | $198,457-63.5% | $170,435-57.5% | $147,586-51.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.14% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $8,059 | $6,183+30.3% | $5,432+48.4% | $4,876+65.3% |
| Participant deferral / active EE | $2,571 | $5,629-54.3% | $4,939-47.9% | $5,439-52.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |