Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,200 | $183,978-68.4% | $162,171-64.1% | $152,885-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.24% | 150.78%-132.5pp | 115.60%-97.4pp | 345.39%-327.2pp |
| Employer contribution / active EE | $9,020 | $6,370+41.6% | $5,613+60.7% | $4,763+89.4% |
| Participant deferral / active EE | $8,385 | $8,033+4.4% | $7,297+14.9% | $5,851+43.3% |
| Admin fee / account holder | $222 | $13,122-98.3% | $10,843-98.0% | $11,598-98.1% |