Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,646 | $160,040-57.7% | $147,096-54.0% | $145,877-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.47% | 98.49%-78.0pp | 419.75%-399.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $6,517 | $5,289+23.2% | $4,936+32.0% | $4,663+39.8% |
| Participant deferral / active EE | $11,850 | $8,429+40.6% | $8,071+46.8% | $6,691+77.1% |
| Admin fee / account holder | $205 | $15,050-98.6% | $13,005-98.4% | $13,402-98.5% |