Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,382 | $197,637-81.6% | $177,848-79.5% | $158,982-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 60.11% | 58.77%+1.3pp | 48.33%+11.8pp | 302.99%-242.9pp |
| Employer contribution / active EE | $19,984 | $6,698+198.3% | $5,919+237.6% | $4,763+319.6% |
| Participant deferral / active EE | $15,401 | $8,405+83.2% | $7,714+99.7% | $5,983+157.4% |
| Admin fee / account holder | $171 | $15,406-98.9% | $12,431-98.6% | $11,252-98.5% |