Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,531 | $99,011-36.8% | $86,582-27.8% | $147,586-57.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.50% | 1312.75%-1303.2pp | 965.08%-955.6pp | 578.59%-569.1pp |
| Employer contribution / active EE | $16,486 | $3,132+426.3% | $2,839+480.6% | $4,876+238.1% |
| Participant deferral / active EE | $6,733 | $3,972+69.5% | $3,609+86.6% | $5,439+23.8% |
| Admin fee / account holder | $149 | $5,709-97.4% | $4,904-97.0% | $10,886-98.6% |