Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,128 | $209,425-60.3% | $178,499-53.4% | $158,966-47.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.57% | 188.80%-172.2pp | 151.10%-134.5pp | 302.95%-286.4pp |
| Employer contribution / active EE | $14,699 | $5,707+157.5% | $5,011+193.3% | $4,762+208.6% |
| Participant deferral / active EE | $11,979 | $5,955+101.2% | $5,202+130.3% | $5,983+100.2% |
| Admin fee / account holder | $196 | $17,078-98.9% | $13,986-98.6% | $11,250-98.3% |