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 | $35,996 | $109,372-67.1% | $89,414-59.7% | $158,966-77.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 71.03% | 345.55%-274.5pp | 245.50%-174.5pp | 302.95%-231.9pp |
| Employer contribution / active EE | $9,827 | $3,171+209.9% | $2,586+280.0% | $4,762+106.3% |
| Participant deferral / active EE | $4,163 | $4,598-9.5% | $3,890+7.0% | $5,983-30.4% |
| Admin fee / account holder | $70 | $6,156-98.9% | $4,883-98.6% | $11,250-99.4% |