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 | $60,510 | $160,040-62.2% | $147,096-58.9% | $145,877-58.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 67.91% | 98.49%-30.6pp | 419.75%-351.8pp | 551.28%-483.4pp |
| Employer contribution / active EE | $7,290 | $5,289+37.8% | $4,936+47.7% | $4,663+56.3% |
| Participant deferral / active EE | $9,754 | $8,429+15.7% | $8,071+20.9% | $6,691+45.8% |
| Admin fee / account holder | $81 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |