Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,737 | $167,362-75.7% | $143,799-71.7% | $134,532-69.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 772.96% | 0.47%+772.5pp | -0.04%+773.0pp | 418.27%+354.7pp |
| Employer contribution / active EE | $7,167 | $5,620+27.5% | $4,952+44.7% | $4,741+51.2% |
| Participant deferral / active EE | $4,180 | $6,447-35.2% | $5,638-25.9% | $6,401-34.7% |
| Admin fee / account holder | $220 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |