Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,161 | $202,342-69.8% | $172,752-64.6% | $152,897-60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.67% | 1029.83%-1007.2pp | 802.97%-780.3pp | 345.43%-322.8pp |
| Employer contribution / active EE | $5,035 | $5,858-14.0% | $5,144-2.1% | $4,764+5.7% |
| Participant deferral / active EE | $4,750 | $5,948-20.2% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $57 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |