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 | $40,586 | $109,863-63.1% | $98,477-58.8% | $167,518-75.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.59% | 1958.09%-1934.5pp | 1493.59%-1470.0pp | 478.71%-455.1pp |
| Employer contribution / active EE | $4,077 | $3,225+26.4% | $2,961+37.7% | $4,838-15.7% |
| Participant deferral / active EE | $11,662 | $4,673+149.5% | $4,276+172.7% | $6,342+83.9% |
| Admin fee / account holder | $130 | $6,755-98.1% | $5,951-97.8% | $12,312-98.9% |