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 | $66,890 | $105,145-36.4% | $94,664-29.3% | $139,466-52.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.71% | 38.09%-15.4pp | 156.84%-134.1pp | 373.66%-351.0pp |
| Employer contribution / active EE | $6,642 | $4,107+61.7% | $3,673+80.8% | $4,754+39.7% |
| Participant deferral / active EE | $22,652 | $7,599+198.1% | $7,417+205.4% | $6,712+237.5% |
| Admin fee / account holder | $103 | $8,972-98.8% | $7,222-98.6% | $11,409-99.1% |