Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,840 | $183,592-42.9% | $155,574-32.6% | $145,877-28.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.55% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $27,562 | $5,317+418.4% | $4,676+489.5% | $4,663+491.1% |
| Participant deferral / active EE | $16,095 | $6,466+148.9% | $5,629+185.9% | $6,691+140.6% |
| Admin fee / account holder | $67 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |