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 | $77,616 | $183,978-57.8% | $162,171-52.1% | $152,885-49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.68% | 150.78%-115.1pp | 115.60%-79.9pp | 345.39%-309.7pp |
| Employer contribution / active EE | $4,252 | $6,370-33.3% | $5,613-24.3% | $4,763-10.7% |
| Participant deferral / active EE | $10,010 | $8,033+24.6% | $7,297+37.2% | $5,851+71.1% |
| Admin fee / account holder | $10 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |