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 | $37,700 | $106,008-64.4% | $92,240-59.1% | $147,586-74.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 56.11% | 50.05%+6.1pp | 176.29%-120.2pp | 578.59%-522.5pp |
| Employer contribution / active EE | $2,610 | $4,333-39.8% | $3,680-29.1% | $4,876-46.5% |
| Participant deferral / active EE | $2,808 | $4,478-37.3% | $3,897-27.9% | $5,439-48.4% |
| Admin fee / account holder | $123 | $6,333-98.1% | $5,194-97.6% | $10,886-98.9% |