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 | $63,566 | $175,231-63.7% | $149,696-57.5% | $139,466-54.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.47% | 166.77%-133.3pp | 134.46%-101.0pp | 373.66%-340.2pp |
| Employer contribution / active EE | $11,539 | $5,478+110.6% | $4,821+139.4% | $4,754+142.7% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,712+235.2% |
| Admin fee / account holder | $185 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |