Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,137 | $217,427-61.8% | $185,837-55.3% | $167,518-50.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.61% | 148.39%-133.8pp | 122.08%-107.5pp | 478.71%-464.1pp |
| Employer contribution / active EE | $23,545 | $5,874+300.8% | $5,168+355.6% | $4,838+386.6% |
| Participant deferral / active EE | $6,667 | $6,357+4.9% | $5,568+19.7% | $6,342+5.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |