Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,386 | $99,031-28.9% | $86,597-18.7% | $147,585-52.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.04% | 1312.56%-1287.5pp | 964.96%-939.9pp | 578.57%-553.5pp |
| Employer contribution / active EE | $3,111 | $3,132-0.7% | $2,840+9.5% | $4,876-36.2% |
| Participant deferral / active EE | $10,531 | $3,972+165.1% | $3,609+191.8% | $5,439+93.6% |
| Admin fee / account holder | $28 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |