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 | $72,472 | $209,428-65.4% | $178,498-59.4% | $158,950-54.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.79% | 188.78%-165.0pp | 151.09%-127.3pp | 302.91%-279.1pp |
| Employer contribution / active EE | $11,461 | $5,707+100.8% | $5,011+128.7% | $4,762+140.7% |
| Participant deferral / active EE | $5,807 | $5,955-2.5% | $5,202+11.6% | $5,983-2.9% |
| Admin fee / account holder | $170 | $17,077-99.0% | $13,985-98.8% | $11,248-98.5% |