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 | $34,024 | $149,778-77.3% | $118,946-71.4% | $158,966-78.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 142.91% | 19.95%+123.0pp | 35.89%+107.0pp | 302.95%-160.0pp |
| Employer contribution / active EE | $11,820 | $4,117+187.1% | $3,263+262.2% | $4,762+148.2% |
| Participant deferral / active EE | $10,511 | $5,225+101.2% | $4,266+146.4% | $5,983+75.7% |
| Admin fee / account holder | $20 | $8,604-99.8% | $6,581-99.7% | $11,250-99.8% |