Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,791 | $88,815-23.7% | $81,882-17.2% | $145,897-53.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1033.75%-1017.6pp | 779.47%-763.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $8,348 | $3,086+170.5% | $2,916+186.3% | $4,663+79.0% |
| Participant deferral / active EE | $14,842 | $4,647+219.4% | $4,323+243.3% | $6,689+121.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |