Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,099 | $183,592-48.2% | $155,567-38.9% | $145,959-34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $17,683 | $5,315+232.7% | $4,674+278.3% | $4,661+279.4% |
| Participant deferral / active EE | $13,325 | $6,464+106.1% | $5,628+136.8% | $6,689+99.2% |
| Admin fee / account holder | $51 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |