Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,049 | $88,815-27.9% | $81,882-21.8% | $145,897-56.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.51% | 1033.75%-1013.2pp | 779.47%-759.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $3,649 | $3,086+18.2% | $2,916+25.1% | $4,663-21.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12 | $8,434-99.9% | $7,360-99.8% | $13,390-99.9% |