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 | $45,058 | $198,457-77.3% | $170,435-73.6% | $147,586-69.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.30%-238.5pp | 205.94%-187.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $8,787 | $6,183+42.1% | $5,432+61.8% | $4,876+80.2% |
| Participant deferral / active EE | $8,498 | $5,629+51.0% | $4,939+72.1% | $5,439+56.3% |
| Admin fee / account holder | $95 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |