Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,354 | $176,105-40.2% | $159,474-33.9% | $167,536-37.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.08% | 331.91%-308.8pp | 263.68%-240.6pp | 478.82%-455.7pp |
| Employer contribution / active EE | $7,666 | $5,299+44.7% | $4,831+58.7% | $4,839+58.4% |
| Participant deferral / active EE | $14,073 | $7,751+81.6% | $7,353+91.4% | $6,342+121.9% |
| Admin fee / account holder | $257 | $12,559-98.0% | $10,802-97.6% | $12,315-97.9% |