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 | $36,985 | $150,447-75.4% | $136,298-72.9% | $147,586-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.28% | 1049.15%-1025.9pp | 5156.27%-5133.0pp | 578.59%-555.3pp |
| Employer contribution / active EE | $3,801 | $5,256-27.7% | $4,696-19.1% | $4,876-22.1% |
| Participant deferral / active EE | $6,918 | $6,631+4.3% | $6,247+10.7% | $5,439+27.2% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |