Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,203 | $165,351-60.6% | $149,710-56.4% | $158,931-59.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.90% | 348.19%-335.3pp | 276.63%-263.7pp | 302.86%-290.0pp |
| Employer contribution / active EE | $18,573 | $5,103+264.0% | $4,645+299.9% | $4,761+290.1% |
| Participant deferral / active EE | $15,406 | $7,181+114.5% | $6,842+125.2% | $5,982+157.5% |
| Admin fee / account holder | $131 | $10,807-98.8% | $9,309-98.6% | $11,247-98.8% |