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 | $68,097+19.0% | $62,929+28.8% | $137,256-40.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.14% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,394 | $2,811+91.9% | $2,505+115.4% | $4,156+29.8% |
| Participant deferral / active EE | $5,228 | $4,553+14.8% | $3,888+34.5% | $6,407-18.4% |
| Admin fee / account holder | $235 | $6,521-96.4% | $5,065-95.4% | $12,270-98.1% |