Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,461 | $217,432-70.4% | $185,849-65.3% | $167,536-61.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.03% | 148.42%-132.4pp | 122.10%-106.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,992 | $5,875-49.1% | $5,169-42.1% | $4,839-38.2% |
| Participant deferral / active EE | $6,035 | $6,357-5.1% | $5,569+8.4% | $6,342-4.8% |
| Admin fee / account holder | $90 | $19,818-99.5% | $16,244-99.4% | $12,315-99.3% |