Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,350 | $148,623-60.1% | $135,974-56.4% | $139,466-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $10,777 | $5,246+105.4% | $4,859+121.8% | $4,754+126.7% |
| Participant deferral / active EE | $11,677 | $8,103+44.1% | $7,760+50.5% | $6,712+74.0% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |