Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,803 | $202,342-67.0% | $172,752-61.3% | $152,897-56.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.53% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,480 | $5,858-57.7% | $5,144-51.8% | $4,764-47.9% |
| Participant deferral / active EE | $12,800 | $5,948+115.2% | $5,198+146.3% | $5,851+118.8% |
| Admin fee / account holder | $22 | $17,111-99.9% | $13,955-99.8% | $11,599-99.8% |