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 | $47,320 | $209,847-77.5% | $189,520-75.0% | $167,518-71.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.58% | 748.45%-730.9pp | 555.25%-537.7pp | 478.71%-461.1pp |
| Employer contribution / active EE | $17,134 | $6,913+147.8% | $6,161+178.1% | $4,838+254.1% |
| Participant deferral / active EE | $13,385 | $8,934+49.8% | $8,220+62.8% | $6,342+111.1% |
| Admin fee / account holder | $265 | $14,295-98.1% | $12,046-97.8% | $12,312-97.9% |