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 | $89,505 | $100,911-11.3% | $90,440-1.0% | $158,966-43.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 29.93% | 1726.62%-1696.7pp | 1294.38%-1264.5pp | 302.95%-273.0pp |
| Employer contribution / active EE | $10,008 | $3,690+171.2% | $3,263+206.7% | $4,762+110.1% |
| Participant deferral / active EE | $10,980 | $4,348+152.5% | $3,964+177.0% | $5,983+83.5% |
| Admin fee / account holder | $13 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |