Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,591 | $157,304-53.2% | $141,197-47.9% | $152,909-51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 58.25% | 64.34%-6.1pp | 71.41%-13.2pp | 345.46%-287.2pp |
| Employer contribution / active EE | $37,176 | $5,263+606.4% | $4,736+684.9% | $4,764+680.4% |
| Participant deferral / active EE | $18,142 | $7,111+155.1% | $6,710+170.4% | $5,851+210.1% |
| Admin fee / account holder | $158 | $12,126-98.7% | $10,265-98.5% | $11,601-98.6% |