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 | $98,627 | $159,934-38.3% | $147,005-32.9% | $145,959-32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.49% | 98.24%-73.7pp | 418.76%-394.3pp | 561.95%-537.5pp |
| Employer contribution / active EE | $8,036 | $5,287+52.0% | $4,934+62.9% | $4,661+72.4% |
| Participant deferral / active EE | $5,915 | $8,427-29.8% | $8,070-26.7% | $6,689-11.6% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |