Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,142 | $84,684+80.8% | $73,835+107.4% | $125,388+22.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.09% | 3123.93%-3119.8pp | 2268.13%-2264.0pp | 282.24%-278.2pp |
| Employer contribution / active EE | $3,495 | $3,123+11.9% | $2,788+25.4% | $4,866-28.2% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20 | $5,691-99.6% | $4,880-99.6% | $9,541-99.8% |