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 | $119,935 | $185,856-35.5% | $170,028-29.5% | $139,456-14.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.21% | 60.52%-38.3pp | 53.39%-31.2pp | 373.45%-351.2pp |
| Employer contribution / active EE | $7,676 | $7,593+1.1% | $6,788+13.1% | $4,753+61.5% |
| Participant deferral / active EE | $11,947 | $11,623+2.8% | $10,409+14.8% | $6,711+78.0% |
| Admin fee / account holder | $18 | $15,387-99.9% | $12,820-99.9% | $11,407-99.8% |