Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,288 | $108,701-37.2% | $74,723-8.6% | $152,909-55.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.12% | 114.12%-90.0pp | 753.18%-729.1pp | 345.46%-321.3pp |
| Employer contribution / active EE | $4,057 | $1,504+169.7% | $1,084+274.2% | $4,764-14.8% |
| Participant deferral / active EE | $16,950 | $2,709+525.8% | $1,962+764.1% | $5,851+189.7% |
| Admin fee / account holder | $37 | $4,906-99.2% | $3,335-98.9% | $11,601-99.7% |