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 | $51,343 | $108,695-52.8% | $74,722-31.3% | $152,897-66.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 17.68% | 114.11%-96.4pp | 753.11%-735.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $8,666 | $1,504+476.1% | $1,084+699.3% | $4,764+81.9% |
| Participant deferral / active EE | $3,606 | $2,712+33.0% | $1,963+83.7% | $5,851-38.4% |
| Admin fee / account holder | $20 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |