Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,447 | $99,995-21.5% | $85,063-7.8% | $145,978-46.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.09% | 83.99%-70.9pp | 66.54%-53.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $30,048 | $3,231+829.9% | $2,727+1001.8% | $4,662+544.6% |
| Participant deferral / active EE | $15,250 | $5,295+188.0% | $4,523+237.2% | $6,690+128.0% |
| Admin fee / account holder | $74 | $7,255-99.0% | $6,155-98.8% | $13,400-99.4% |