Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,067 | $76,368+6.2% | $67,681+19.8% | $154,746-47.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.14% | 1066.77%-1051.6pp | 590.58%-575.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $5,394 | $3,151+71.2% | $2,678+101.4% | $4,379+23.2% |
| Participant deferral / active EE | $5,228 | $4,824+8.4% | $3,976+31.5% | $6,730-22.3% |
| Admin fee / account holder | $235 | $8,559-97.3% | $6,100-96.1% | $14,365-98.4% |