Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,158 | $72,396+77.0% | $67,511+89.8% | $145,959-12.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.41% | 7194.07%-7184.7pp | 3517.41%-3508.0pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,858 | $3,071-6.9% | $2,733+4.6% | $4,661-38.7% |
| Participant deferral / active EE | $19,375 | $4,781+305.2% | $4,000+384.3% | $6,689+189.7% |
| Admin fee / account holder | $20 | $5,538-99.6% | $3,999-99.5% | $13,398-99.9% |