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 | $124,326 | $159,978-22.3% | $147,041-15.4% | $145,978-14.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 18.31% | 98.36%-80.1pp | 419.21%-400.9pp | 550.52%-532.2pp |
| Employer contribution / active EE | $3,959 | $5,288-25.1% | $4,935-19.8% | $4,662-15.1% |
| Participant deferral / active EE | $8,809 | $8,429+4.5% | $8,071+9.1% | $6,690+31.7% |
| Admin fee / account holder | $34 | $15,053-99.8% | $13,006-99.7% | $13,400-99.7% |