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 | $59,520 | $84,741-29.8% | $75,731-21.4% | $167,553-64.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.46% | 199.72%-186.3pp | 104.65%-91.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $7,102 | $3,230+119.9% | $2,743+158.9% | $4,840+46.8% |
| Participant deferral / active EE | $6,953 | $4,577+51.9% | $3,820+82.0% | $6,343+9.6% |
| Admin fee / account holder | $20 | $5,361-99.6% | $3,620-99.4% | $12,316-99.8% |