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 | $37,754 | $198,461-81.0% | $170,436-77.8% | $147,585-74.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.60% | 257.30%-241.7pp | 205.94%-190.3pp | 578.57%-563.0pp |
| Employer contribution / active EE | $10,494 | $6,184+69.7% | $5,433+93.2% | $4,876+115.2% |
| Participant deferral / active EE | $9,070 | $5,629+61.1% | $4,939+83.6% | $5,439+66.8% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |