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 | $53,727 | $183,592-70.7% | $155,574-65.5% | $145,877-63.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.68% | 61.37%-39.7pp | 64.87%-43.2pp | 551.28%-529.6pp |
| Employer contribution / active EE | $6,750 | $5,317+27.0% | $4,676+44.4% | $4,663+44.8% |
| Participant deferral / active EE | $18,054 | $6,466+179.2% | $5,629+220.7% | $6,691+169.8% |
| Admin fee / account holder | $71 | $19,316-99.6% | $15,914-99.6% | $13,402-99.5% |