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 | $49,653 | $198,457-75.0% | $170,435-70.9% | $147,586-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.94% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,300 | $6,183-14.3% | $5,432-2.4% | $4,876+8.7% |
| Participant deferral / active EE | $13,862 | $5,629+146.2% | $4,939+180.6% | $5,439+154.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |