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 | $92,778 | $217,427-57.3% | $185,837-50.1% | $167,518-44.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.70% | 148.39%-137.7pp | 122.08%-111.4pp | 478.71%-468.0pp |
| Employer contribution / active EE | $11,669 | $5,874+98.7% | $5,168+125.8% | $4,838+141.2% |
| Participant deferral / active EE | $25,094 | $6,357+294.7% | $5,568+350.6% | $6,342+295.7% |
| Admin fee / account holder | $58 | $19,816-99.7% | $16,241-99.6% | $12,312-99.5% |