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 | $40,726 | $150,446-72.9% | $136,297-70.1% | $147,585-72.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.71% | 1049.14%-1035.4pp | 5156.19%-5142.5pp | 578.58%-564.9pp |
| Employer contribution / active EE | $8,213 | $5,256+56.2% | $4,696+74.9% | $4,876+68.4% |
| Participant deferral / active EE | $6,824 | $6,631+2.9% | $6,247+9.2% | $5,439+25.5% |
| Admin fee / account holder | $21 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |