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 | $50,845 | $176,688-71.2% | $130,660-61.1% | $152,909-66.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.62% | 2693.08%-2676.5pp | 1709.29%-1692.7pp | 345.46%-328.8pp |
| Employer contribution / active EE | $2,386 | $5,743-58.5% | $4,092-41.7% | $4,764-49.9% |
| Participant deferral / active EE | $16,667 | $4,362+282.1% | $3,603+362.6% | $5,851+184.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |