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 | $56,113 | $175,231-68.0% | $149,696-62.5% | $139,466-59.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.27% | 166.77%-147.5pp | 134.46%-115.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $5,295 | $5,478-3.3% | $4,821+9.8% | $4,754+11.4% |
| Participant deferral / active EE | $8,036 | $6,521+23.2% | $5,682+41.4% | $6,712+19.7% |
| Admin fee / account holder | $276 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |