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 | $73,179 | $217,432-66.3% | $185,849-60.6% | $167,536-56.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.34% | 148.42%-135.1pp | 122.10%-108.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $13,070 | $5,875+122.5% | $5,169+152.9% | $4,839+170.1% |
| Participant deferral / active EE | $8,771 | $6,357+38.0% | $5,569+57.5% | $6,342+38.3% |
| Admin fee / account holder | $260 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |