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 | $31,804 | $150,447-78.9% | $136,298-76.7% | $147,586-78.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.99% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $2,959 | $5,256-43.7% | $4,696-37.0% | $4,876-39.3% |
| Participant deferral / active EE | $11,228 | $6,631+69.3% | $6,247+79.7% | $5,439+106.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |