Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,203 | $202,460-87.6% | $169,385-85.1% | $139,456-81.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 25.87% | 532.07%-506.2pp | 405.82%-380.0pp | 373.45%-347.6pp |
| Employer contribution / active EE | $1,892 | $4,691-59.7% | $4,012-52.8% | $4,753-60.2% |
| Participant deferral / active EE | $10,732 | $6,938+54.7% | $6,221+72.5% | $6,711+59.9% |
| Admin fee / account holder | $212 | $10,719-98.0% | $9,011-97.6% | $11,407-98.1% |