Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,385 | $159,978-62.3% | $147,041-58.9% | $145,978-58.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $4,077 | $5,288-22.9% | $4,935-17.4% | $4,662-12.5% |
| Participant deferral / active EE | $13,395 | $8,429+58.9% | $8,071+66.0% | $6,690+100.2% |
| Admin fee / account holder | $186 | $15,053-98.8% | $13,006-98.6% | $13,400-98.6% |