Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,633 | $109,905-28.5% | $98,506-20.2% | $167,553-53.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.44% | 1960.20%-1945.8pp | 1494.92%-1480.5pp | 478.89%-464.5pp |
| Employer contribution / active EE | $7,400 | $3,226+129.4% | $2,961+149.9% | $4,840+52.9% |
| Participant deferral / active EE | $12,625 | $4,674+170.1% | $4,277+195.2% | $6,343+99.1% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |