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 | $87,096 | $160,040-45.6% | $147,096-40.8% | $145,877-40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,937 | $5,289-25.6% | $4,936-20.2% | $4,663-15.6% |
| Participant deferral / active EE | $8,996 | $8,429+6.7% | $8,071+11.5% | $6,691+34.5% |
| Admin fee / account holder | $141 | $15,050-99.1% | $13,005-98.9% | $13,402-98.9% |