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 | $32,743 | $165,399-80.2% | $149,745-78.1% | $158,982-79.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 72.65% | 348.34%-275.7pp | 276.72%-204.1pp | 302.99%-230.3pp |
| Employer contribution / active EE | $2,937 | $5,105-42.5% | $4,646-36.8% | $4,763-38.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.9% |