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 | $73,371 | $209,888-65.0% | $189,545-61.3% | $167,553-56.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.07% | 748.66%-731.6pp | 555.36%-538.3pp | 478.89%-461.8pp |
| Employer contribution / active EE | $6,420 | $6,915-7.2% | $6,162+4.2% | $4,840+32.7% |
| Participant deferral / active EE | $13,633 | $8,934+52.6% | $8,220+65.8% | $6,343+114.9% |
| Admin fee / account holder | $10 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |