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 | $60,564 | $150,447-59.7% | $136,298-55.6% | $147,586-59.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 26.27% | 1049.15%-1022.9pp | 5156.27%-5130.0pp | 578.59%-552.3pp |
| Employer contribution / active EE | $25,232 | $5,256+380.0% | $4,696+437.4% | $4,876+417.4% |
| Participant deferral / active EE | $6,788 | $6,631+2.4% | $6,247+8.7% | $5,439+24.8% |
| Admin fee / account holder | $244 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |