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 | $46,093 | $157,296-70.7% | $141,191-67.4% | $152,897-69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.86% | 64.34%-48.5pp | 71.41%-55.5pp | 345.43%-329.6pp |
| Employer contribution / active EE | $6,235 | $5,262+18.5% | $4,736+31.6% | $4,764+30.9% |
| Participant deferral / active EE | $7,825 | $7,111+10.0% | $6,710+16.6% | $5,851+33.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |