Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,022 | $183,516-59.7% | $155,534-52.4% | $145,884-49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,593 | $5,315-13.6% | $4,675-1.7% | $4,662-1.5% |
| Participant deferral / active EE | $7,434 | $6,467+15.0% | $5,630+32.0% | $6,690+11.1% |
| Admin fee / account holder | $300 | $19,293-98.4% | $15,900-98.1% | $13,392-97.8% |