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 | $60,385 | $160,070-62.3% | $147,117-59.0% | $145,897-58.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $4,946 | $5,285-6.4% | $4,932+0.3% | $4,663+6.1% |
| Participant deferral / active EE | $31,756 | $8,419+277.2% | $8,065+293.8% | $6,689+374.7% |
| Admin fee / account holder | $226 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |