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 | $63,736 | $160,040-60.2% | $147,096-56.7% | $145,877-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.69% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $12,246 | $5,289+131.5% | $4,936+148.1% | $4,663+162.6% |
| Participant deferral / active EE | $8,252 | $8,429-2.1% | $8,071+2.2% | $6,691+23.3% |
| Admin fee / account holder | $186 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |