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 | $32,072 | $202,342-84.1% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.54% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $14,505 | $5,858+147.6% | $5,144+182.0% | $4,764+204.5% |
| Participant deferral / active EE | $7,260 | $5,948+22.1% | $5,198+39.7% | $5,851+24.1% |
| Admin fee / account holder | $82 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |