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 | $63,028 | $150,442-58.1% | $136,295-53.8% | $147,585-57.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.92% | 1049.09%-1031.2pp | 5155.97%-5138.1pp | 578.56%-560.6pp |
| Employer contribution / active EE | $5,963 | $5,256+13.4% | $4,695+27.0% | $4,876+22.3% |
| Participant deferral / active EE | $6,538 | $6,630-1.4% | $6,247+4.7% | $5,439+20.2% |
| Admin fee / account holder | $13 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |