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 | $50,501 | $160,028-68.4% | $147,080-65.7% | $145,884-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.65% | 98.60%-81.0pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $6,549 | $5,286+23.9% | $4,933+32.8% | $4,662+40.5% |
| Participant deferral / active EE | $11,738 | $8,422+39.4% | $8,066+45.5% | $6,690+75.5% |
| Admin fee / account holder | $10 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |