Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,008 | $160,070-27.5% | $147,117-21.1% | $145,897-20.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $4,746 | $5,285-10.2% | $4,932-3.8% | $4,663+1.8% |
| Participant deferral / active EE | $10,795 | $8,419+28.2% | $8,065+33.9% | $6,689+61.4% |
| Admin fee / account holder | $138 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |