Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,261 | $96,361-27.1% | $80,607-12.8% | $139,456-49.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.81% | 1350.95%-1329.1pp | 936.11%-914.3pp | 373.45%-351.6pp |
| Employer contribution / active EE | $27,815 | $3,262+752.6% | $2,724+921.0% | $4,753+485.2% |
| Participant deferral / active EE | $30,155 | $5,232+476.4% | $4,448+578.0% | $6,711+349.3% |
| Admin fee / account holder | $86 | $6,601-98.7% | $5,379-98.4% | $11,407-99.2% |