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 | $77,855 | $156,963-50.4% | $121,204-35.8% | $139,466-44.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 29.62% | 1476.75%-1447.1pp | 987.18%-957.6pp | 373.66%-344.0pp |
| Employer contribution / active EE | $11,263 | $5,544+103.1% | $4,170+170.1% | $4,754+136.9% |
| Participant deferral / active EE | $13,659 | $4,848+181.7% | $4,083+234.5% | $6,712+103.5% |
| Admin fee / account holder | $91 | $6,953-98.7% | $5,651-98.4% | $11,409-99.2% |