Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,384 | $160,070-61.0% | $147,117-57.6% | $145,897-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,886 | $5,285-45.4% | $4,932-41.5% | $4,663-38.1% |
| Participant deferral / active EE | $8,957 | $8,419+6.4% | $8,065+11.1% | $6,689+33.9% |
| Admin fee / account holder | $262 | $15,035-98.3% | $12,993-98.0% | $13,390-98.0% |