Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,095 | $157,296-64.3% | $141,191-60.3% | $152,897-63.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 43.33% | 64.34%-21.0pp | 71.41%-28.1pp | 345.43%-302.1pp |
| Employer contribution / active EE | $14,402 | $5,262+173.7% | $4,736+204.1% | $4,764+202.3% |
| Participant deferral / active EE | $18,095 | $7,111+154.5% | $6,710+169.7% | $5,851+209.3% |
| Admin fee / account holder | $96 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |