Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $202,460-81.7% | $169,385-78.1% | $139,456-73.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.93% | 532.07%-503.1pp | 405.82%-376.9pp | 373.45%-344.5pp |
| Employer contribution / active EE | $2,507 | $4,691-46.6% | $4,012-37.5% | $4,753-47.2% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,711+198.0% |
| Admin fee / account holder | $17 | $10,719-99.8% | $9,011-99.8% | $11,407-99.9% |