Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,156 | $160,070-53.0% | $147,117-48.9% | $145,897-48.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.81% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $6,932 | $5,285+31.2% | $4,932+40.5% | $4,663+48.7% |
| Participant deferral / active EE | $8,281 | $8,419-1.6% | $8,065+2.7% | $6,689+23.8% |
| Admin fee / account holder | $169 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |