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 | $27,461 | $226,046-87.9% | $182,508-85.0% | $152,870-82.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 105.94% | 192.52%-86.6pp | 148.54%-42.6pp | 345.34%-239.4pp |
| Employer contribution / active EE | $5,000 | $4,977+0.5% | $4,075+22.7% | $4,763+5.0% |
| Participant deferral / active EE | $5,400 | $6,368-15.2% | $5,525-2.3% | $5,850-7.7% |
| Admin fee / account holder | $0 | $10,704-100.0% | $8,592-100.0% | $11,597-100.0% |