Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,451 | $76,634-8.1% | $56,054+25.7% | $145,978-51.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 3004.33%-2993.7pp | 1705.95%-1695.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $10,112 | $1,380+632.6% | $1,039+873.2% | $4,662+116.9% |
| Participant deferral / active EE | $7,270 | $2,622+177.2% | $1,952+272.4% | $6,690+8.7% |
| Admin fee / account holder | $215 | $3,321-93.5% | $2,822-92.4% | $13,400-98.4% |