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 | $87,069 | $72,396+20.3% | $67,511+29.0% | $145,959-40.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 7194.07%-7178.3pp | 3517.41%-3501.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $5,144 | $3,071+67.5% | $2,733+88.3% | $4,661+10.4% |
| Participant deferral / active EE | $12,520 | $4,781+161.8% | $4,000+213.0% | $6,689+87.2% |
| Admin fee / account holder | $284 | $5,538-94.9% | $3,999-92.9% | $13,398-97.9% |