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 | $62,417 | $118,708-47.4% | $98,920-36.9% | $158,982-60.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.22% | 372.49%-359.3pp | 196.47%-183.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $9,799 | $3,334+193.9% | $2,689+264.4% | $4,763+105.7% |
| Participant deferral / active EE | $6,583 | $5,089+29.4% | $4,245+55.1% | $5,983+10.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |