Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,985 | $176,120-79.6% | $159,487-77.4% | $167,553-78.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.37% | 331.95%-316.6pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $4,693 | $5,299-11.4% | $4,831-2.9% | $4,840-3.0% |
| Participant deferral / active EE | $10,452 | $7,752+34.8% | $7,354+42.1% | $6,343+64.8% |
| Admin fee / account holder | $3 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |