Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,361 | $160,040-57.9% | $147,096-54.2% | $145,877-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,801 | $5,289-28.1% | $4,936-23.0% | $4,663-18.5% |
| Participant deferral / active EE | $26,438 | $8,429+213.7% | $8,071+227.6% | $6,691+295.2% |
| Admin fee / account holder | $78 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |