Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,593 | $201,372-75.9% | $184,260-73.6% | $145,884-66.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 286.94% | 29.04%+257.9pp | 28.84%+258.1pp | 551.85%-264.9pp |
| Employer contribution / active EE | $20,492 | $7,024+191.8% | $6,427+218.8% | $4,662+339.5% |
| Participant deferral / active EE | $24,042 | $9,808+145.1% | $9,133+163.2% | $6,690+259.4% |
| Admin fee / account holder | $84 | $16,362-99.5% | $13,898-99.4% | $13,392-99.4% |