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 | $64,558 | $209,428-69.2% | $178,498-63.8% | $158,950-59.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.77% | 188.78%-176.0pp | 151.09%-138.3pp | 302.91%-290.1pp |
| Employer contribution / active EE | $4,013 | $5,707-29.7% | $5,011-19.9% | $4,762-15.7% |
| Participant deferral / active EE | $10,200 | $5,955+71.3% | $5,202+96.1% | $5,983+70.5% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |