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 | $79,634 | $217,432-63.4% | $185,849-57.2% | $167,536-52.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.42% | 148.42%-126.0pp | 122.10%-99.7pp | 478.82%-456.4pp |
| Employer contribution / active EE | $5,200 | $5,875-11.5% | $5,169+0.6% | $4,839+7.5% |
| Participant deferral / active EE | $23,833 | $6,357+274.9% | $5,569+328.0% | $6,342+275.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |