Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,315 | $157,276-51.5% | $141,177-45.9% | $152,885-50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7388.51% | 64.33%+7324.2pp | 71.40%+7317.1pp | 345.39%+7043.1pp |
| Employer contribution / active EE | $8,913 | $5,262+69.4% | $4,736+88.2% | $4,763+87.1% |
| Participant deferral / active EE | $8,735 | $7,110+22.8% | $6,710+30.2% | $5,851+49.3% |
| Admin fee / account holder | $234 | $12,123-98.1% | $10,263-97.7% | $11,598-98.0% |