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 | $31,425 | $217,427-85.5% | $185,837-83.1% | $167,518-81.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.92% | 148.39%-124.5pp | 122.08%-98.2pp | 478.71%-454.8pp |
| Employer contribution / active EE | $15,130 | $5,874+157.6% | $5,168+192.8% | $4,838+212.7% |
| Participant deferral / active EE | $4,875 | $6,357-23.3% | $5,568-12.5% | $6,342-23.1% |
| Admin fee / account holder | $177 | $19,816-99.1% | $16,241-98.9% | $12,312-98.6% |