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 | $30,384 | $107,363-71.7% | $92,909-67.3% | $152,897-80.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 69.08% | 145.63%-76.5pp | 109.44%-40.4pp | 345.43%-276.3pp |
| Employer contribution / active EE | $5,245 | $4,222+24.2% | $3,653+43.6% | $4,764+10.1% |
| Participant deferral / active EE | $6,750 | $4,848+39.2% | $4,238+59.3% | $5,851+15.4% |
| Admin fee / account holder | $87 | $7,082-98.8% | $5,795-98.5% | $11,599-99.2% |