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 | $56,324 | $198,457-71.6% | $170,435-67.0% | $147,586-61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.17% | 257.30%-238.1pp | 205.94%-186.8pp | 578.59%-559.4pp |
| Employer contribution / active EE | $13,843 | $6,183+123.9% | $5,432+154.8% | $4,876+183.9% |
| Participant deferral / active EE | $9,524 | $5,629+69.2% | $4,939+92.8% | $5,439+75.1% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,881-98.0% | $10,886-97.5% |