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 | $209,422-65.4% | $178,503-59.4% | $158,982-54.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.79% | 188.81%-165.0pp | 151.12%-127.3pp | 302.99%-279.2pp |
| Employer contribution / active EE | $11,461 | $5,707+100.8% | $5,011+128.7% | $4,763+140.6% |
| Participant deferral / active EE | $5,807 | $5,955-2.5% | $5,202+11.6% | $5,983-3.0% |
| Admin fee / account holder | $170 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |