Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,395 | $198,462-77.6% | $170,439-74.0% | $147,585-69.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.18% | 257.30%-241.1pp | 205.94%-189.8pp | 578.58%-562.4pp |
| Employer contribution / active EE | $7,480 | $6,184+21.0% | $5,433+37.7% | $4,876+53.4% |
| Participant deferral / active EE | $9,156 | $5,629+62.6% | $4,939+85.4% | $5,439+68.3% |
| Admin fee / account holder | $281 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |