Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,494 | $109,872-58.6% | $98,483-53.8% | $167,536-72.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.14% | 1959.31%-1943.2pp | 1494.38%-1478.2pp | 478.82%-462.7pp |
| Employer contribution / active EE | $6,166 | $3,225+91.2% | $2,961+108.2% | $4,839+27.4% |
| Participant deferral / active EE | $19,965 | $4,673+327.2% | $4,276+366.8% | $6,342+214.8% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |