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 | $34,339 | $160,070-78.5% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 12.88% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $6,846 | $5,285+29.5% | $4,932+38.8% | $4,663+46.8% |
| Participant deferral / active EE | $6,279 | $8,419-25.4% | $8,065-22.1% | $6,689-6.1% |
| Admin fee / account holder | $245 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |