Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,302 | $217,432-76.4% | $185,849-72.4% | $167,536-69.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.37% | 148.42%-139.1pp | 122.10%-112.7pp | 478.82%-469.5pp |
| Employer contribution / active EE | $4,462 | $5,875-24.0% | $5,169-13.7% | $4,839-7.8% |
| Participant deferral / active EE | $14,872 | $6,357+133.9% | $5,569+167.1% | $6,342+134.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |