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 | $124,372 | $209,874-40.7% | $189,537-34.4% | $167,536-25.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.85% | 748.61%-720.8pp | 555.34%-527.5pp | 478.82%-451.0pp |
| Employer contribution / active EE | $8,356 | $6,913+20.9% | $6,161+35.6% | $4,839+72.7% |
| Participant deferral / active EE | $6,728 | $8,934-24.7% | $8,220-18.2% | $6,342+6.1% |
| Admin fee / account holder | $245 | $14,299-98.3% | $12,048-98.0% | $12,315-98.0% |