Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,554 | $160,070-43.4% | $147,117-38.4% | $145,897-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,704 | $5,285-11.0% | $4,932-4.6% | $4,663+0.9% |
| Participant deferral / active EE | $18,892 | $8,419+124.4% | $8,065+134.3% | $6,689+182.4% |
| Admin fee / account holder | $221 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |