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 | $42,392 | $209,422-79.8% | $178,503-76.3% | $158,982-73.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.59% | 188.81%-164.2pp | 151.12%-126.5pp | 302.99%-278.4pp |
| Employer contribution / active EE | $6,126 | $5,707+7.3% | $5,011+22.2% | $4,763+28.6% |
| Participant deferral / active EE | $9,153 | $5,955+53.7% | $5,202+75.9% | $5,983+53.0% |
| Admin fee / account holder | $124 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |