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 | $63,642 | $159,978-60.2% | $147,041-56.7% | $145,978-56.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 43.48% | 98.36%-54.9pp | 419.21%-375.7pp | 550.52%-507.0pp |
| Employer contribution / active EE | $4,903 | $5,288-7.3% | $4,935-0.7% | $4,662+5.2% |
| Participant deferral / active EE | $9,247 | $8,429+9.7% | $8,071+14.6% | $6,690+38.2% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |