Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,785 | $121,656-86.2% | $104,614-84.0% | $158,950-89.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.30% | 465.51%-450.2pp | 340.56%-325.3pp | 302.91%-287.6pp |
| Employer contribution / active EE | $8,226 | $3,164+160.0% | $2,681+206.8% | $4,762+72.7% |
| Participant deferral / active EE | $4,899 | $4,177+17.3% | $3,739+31.0% | $5,983-18.1% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |