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 | $23,781 | $226,135-89.5% | $182,558-87.0% | $152,909-84.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.39% | 192.60%-180.2pp | 148.59%-136.2pp | 345.46%-333.1pp |
| Employer contribution / active EE | $13,684 | $4,979+174.8% | $4,076+235.7% | $4,764+187.2% |
| Participant deferral / active EE | $5,763 | $6,371-9.5% | $5,526+4.3% | $5,851-1.5% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |