Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,855 | $202,440-71.4% | $169,390-65.8% | $139,466-58.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.33% | 532.36%-508.0pp | 406.07%-381.7pp | 373.66%-349.3pp |
| Employer contribution / active EE | $14,395 | $4,693+206.7% | $4,013+258.7% | $4,754+202.8% |
| Participant deferral / active EE | $11,287 | $6,940+62.6% | $6,222+81.4% | $6,712+68.2% |
| Admin fee / account holder | $53 | $10,722-99.5% | $9,015-99.4% | $11,409-99.5% |