Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,911 | $185,883-64.5% | $170,043-61.2% | $139,466-52.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.85% | 60.54%-37.7pp | 53.40%-30.6pp | 373.66%-350.8pp |
| Employer contribution / active EE | $4,550 | $7,596-40.1% | $6,790-33.0% | $4,754-4.3% |
| Participant deferral / active EE | $9,100 | $11,626-21.7% | $10,410-12.6% | $6,712+35.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |