Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,746 | $99,009-44.7% | $86,581-36.8% | $147,585-62.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.27% | 1312.70%-1288.4pp | 965.06%-940.8pp | 578.58%-554.3pp |
| Employer contribution / active EE | $6,592 | $3,132+110.5% | $2,840+132.2% | $4,876+35.2% |
| Participant deferral / active EE | $12,279 | $3,972+209.1% | $3,609+240.3% | $5,439+125.8% |
| Admin fee / account holder | $140 | $5,709-97.6% | $4,904-97.2% | $10,886-98.7% |