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 | $61,826 | $209,422-70.5% | $178,503-65.4% | $158,982-61.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.05% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $7,848 | $5,707+37.5% | $5,011+56.6% | $4,763+64.8% |
| Participant deferral / active EE | $7,213 | $5,955+21.1% | $5,202+38.6% | $5,983+20.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |