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 | $80,365 | $100,938-20.4% | $90,461-11.2% | $158,982-49.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.67% | 1727.20%-1706.5pp | 1294.76%-1274.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $6,649 | $3,691+80.1% | $3,264+103.7% | $4,763+39.6% |
| Participant deferral / active EE | $8,379 | $4,350+92.6% | $3,964+111.3% | $5,983+40.0% |
| Admin fee / account holder | $181 | $6,510-97.2% | $5,617-96.8% | $11,252-98.4% |