Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,388 | $180,028-65.9% | $138,135-55.6% | $158,982-61.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 39.58% | 21.68%+17.9pp | 20.51%+19.1pp | 302.99%-263.4pp |
| Employer contribution / active EE | $5,950 | $7,470-20.3% | $5,587+6.5% | $4,763+24.9% |
| Participant deferral / active EE | $9,749 | $7,717+26.3% | $6,431+51.6% | $5,983+62.9% |
| Admin fee / account holder | $10 | $17,912-99.9% | $11,856-99.9% | $11,252-99.9% |