Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,232 | $209,422-80.3% | $178,503-76.9% | $158,982-74.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.25% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.7pp |
| Employer contribution / active EE | $6,171 | $5,707+8.1% | $5,011+23.1% | $4,763+29.6% |
| Participant deferral / active EE | $7,011 | $5,955+17.7% | $5,202+34.8% | $5,983+17.2% |
| Admin fee / account holder | $288 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |