Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,578 | $185,883-67.4% | $170,043-64.4% | $139,466-56.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.18% | 60.54%-43.4pp | 53.40%-36.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $14,906 | $7,596+96.2% | $6,790+119.5% | $4,754+213.6% |
| Participant deferral / active EE | $12,675 | $11,626+9.0% | $10,410+21.8% | $6,712+88.8% |
| Admin fee / account holder | $42 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |