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 | $31,573 | $150,442-79.0% | $136,295-76.8% | $147,585-78.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.34% | 1049.09%-1027.7pp | 5155.97%-5134.6pp | 578.56%-557.2pp |
| Employer contribution / active EE | $2,738 | $5,256-47.9% | $4,695-41.7% | $4,876-43.8% |
| Participant deferral / active EE | $9,170 | $6,630+38.3% | $6,247+46.8% | $5,439+68.6% |
| Admin fee / account holder | $106 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |