Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,356 | $175,231-70.1% | $149,696-65.0% | $139,466-62.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.39% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $6,416 | $5,478+17.1% | $4,821+33.1% | $4,754+35.0% |
| Participant deferral / active EE | $20,742 | $6,521+218.1% | $5,682+265.0% | $6,712+209.0% |
| Admin fee / account holder | $142 | $16,155-99.1% | $13,212-98.9% | $11,409-98.8% |