Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,669 | $175,257-54.5% | $149,717-46.8% | $139,456-42.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.43% | 166.70%-135.3pp | 134.41%-103.0pp | 373.45%-342.0pp |
| Employer contribution / active EE | $29,461 | $5,477+437.9% | $4,820+511.3% | $4,753+519.9% |
| Participant deferral / active EE | $21,979 | $6,521+237.1% | $5,682+286.8% | $6,711+227.5% |
| Admin fee / account holder | $108 | $16,156-99.3% | $13,213-99.2% | $11,407-99.1% |