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 | $56,088 | $209,422-73.2% | $178,503-68.6% | $158,982-64.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.73% | 188.81%-144.1pp | 151.12%-106.4pp | 302.99%-258.3pp |
| Employer contribution / active EE | $9,989 | $5,707+75.0% | $5,011+99.3% | $4,763+109.7% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $6 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |