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 | $49,015 | $96,678-49.3% | $86,640-43.4% | $139,466-64.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.43% | 106.69%-91.3pp | 592.52%-577.1pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,695 | $3,265-17.5% | $3,024-10.9% | $4,754-43.3% |
| Participant deferral / active EE | $16,157 | $4,837+234.0% | $4,438+264.0% | $6,712+140.7% |
| Admin fee / account holder | $291 | $6,410-95.5% | $5,616-94.8% | $11,409-97.4% |