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 | $56,477 | $171,867-67.1% | $149,721-62.3% | $147,586-61.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.45% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $17,581 | $6,275+180.2% | $5,444+222.9% | $4,876+260.5% |
| Participant deferral / active EE | $8,000 | $7,270+10.0% | $6,568+21.8% | $5,439+47.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |