Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,643 | $81,668-46.6% | $58,507-25.4% | $139,487-68.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.12% | 7430.07%-7417.0pp | 4252.32%-4239.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $12,464 | $1,398+791.6% | $1,053+1083.3% | $4,755+162.1% |
| Participant deferral / active EE | $9,500 | $2,554+272.0% | $1,922+394.2% | $6,713+41.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |