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 | $30,130 | $180,459-83.3% | $154,108-80.4% | $135,380-77.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 23.16% | 888.21%-865.1pp | 735.21%-712.0pp | 519.81%-496.6pp |
| Employer contribution / active EE | $5,374 | $6,035-11.0% | $5,298+1.4% | $4,779+12.4% |
| Participant deferral / active EE | $3,915 | $5,806-32.6% | $5,081-22.9% | $5,609-30.2% |
| Admin fee / account holder | $102 | $16,145-99.4% | $13,411-99.2% | $10,828-99.1% |