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 | $53,896 | $175,257-69.2% | $149,717-64.0% | $139,456-61.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.70% | 166.70%-149.0pp | 134.41%-116.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $1,747 | $5,477-68.1% | $4,820-63.8% | $4,753-63.3% |
| Participant deferral / active EE | $5,210 | $6,521-20.1% | $5,682-8.3% | $6,711-22.4% |
| Admin fee / account holder | $17 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |