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 | $68,088 | $134,817-49.5% | $123,973-45.1% | $155,188-56.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 29.24% | 515.49%-486.3pp | 388.13%-358.9pp | 148.84%-119.6pp |
| Employer contribution / active EE | $3,473 | $4,425-21.5% | $4,126-15.8% | $4,248-18.2% |
| Participant deferral / active EE | $6,721 | $5,706+17.8% | $5,247+28.1% | $6,531+2.9% |
| Admin fee / account holder | $74 | $13,245-99.4% | $11,799-99.4% | $14,480-99.5% |