Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,869 | $209,425-65.2% | $178,499-59.2% | $158,966-54.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.44% | 188.80%-164.4pp | 151.10%-126.7pp | 302.95%-278.5pp |
| Employer contribution / active EE | $9,068 | $5,707+58.9% | $5,011+80.9% | $4,762+90.4% |
| Participant deferral / active EE | $7,024 | $5,955+18.0% | $5,202+35.0% | $5,983+17.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |