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 | $73,905 | $160,028-53.8% | $147,080-49.8% | $145,884-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.17% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,257 | $5,286-57.3% | $4,933-54.3% | $4,662-51.6% |
| Participant deferral / active EE | $20,706 | $8,422+145.9% | $8,066+156.7% | $6,690+209.5% |
| Admin fee / account holder | $267 | $15,030-98.2% | $12,989-97.9% | $13,392-98.0% |