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 | $107,395 | $160,040-32.9% | $147,096-27.0% | $145,877-26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $9,834 | $5,289+85.9% | $4,936+99.2% | $4,663+110.9% |
| Participant deferral / active EE | $13,419 | $8,429+59.2% | $8,071+66.3% | $6,691+100.6% |
| Admin fee / account holder | $161 | $15,050-98.9% | $13,005-98.8% | $13,402-98.8% |