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 | $44,617 | $209,422-78.7% | $178,503-75.0% | $158,982-71.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.70% | 188.81%-167.1pp | 151.12%-129.4pp | 302.99%-281.3pp |
| Employer contribution / active EE | $8,089 | $5,707+41.7% | $5,011+61.4% | $4,763+69.8% |
| Participant deferral / active EE | $13,880 | $5,955+133.1% | $5,202+166.8% | $5,983+132.0% |
| Admin fee / account holder | $160 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |