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 | $63,022 | $149,040-57.7% | $120,225-47.6% | $137,256-54.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.53% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,245 | $4,350-48.4% | $3,475-35.4% | $4,156-46.0% |
| Participant deferral / active EE | $6,260 | $4,655+34.5% | $3,999+56.6% | $6,407-2.3% |
| Admin fee / account holder | $191 | $6,348-97.0% | $5,696-96.7% | $12,270-98.4% |