Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,581 | $112,933-31.3% | $90,970-14.7% | $158,982-51.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.50% | 215.82%-201.3pp | 134.60%-120.1pp | 302.99%-288.5pp |
| Employer contribution / active EE | $11,232 | $2,893+288.2% | $2,122+429.4% | $4,763+135.8% |
| Participant deferral / active EE | $8,089 | $4,128+96.0% | $3,373+139.8% | $5,983+35.2% |
| Admin fee / account holder | $5 | $8,047-99.9% | $5,961-99.9% | $11,252-100.0% |