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 | $20,095 | $185,225-89.2% | $142,898-85.9% | $167,553-88.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.51% | 8558.12%-8540.6pp | 5639.64%-5622.1pp | 478.89%-461.4pp |
| Employer contribution / active EE | $15,575 | $5,607+177.8% | $4,146+275.7% | $4,840+221.8% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |