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 | $78,635 | $183,592-57.2% | $155,574-49.5% | $145,877-46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.47% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $7,812 | $5,317+46.9% | $4,676+67.1% | $4,663+67.5% |
| Participant deferral / active EE | $12,795 | $6,466+97.9% | $5,629+127.3% | $6,691+91.2% |
| Admin fee / account holder | $52 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |