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 | $48,697 | $103,000-52.7% | $90,300-46.1% | $152,885-68.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 32.67% | 95.19%-62.5pp | 78.11%-45.4pp | 345.39%-312.7pp |
| Employer contribution / active EE | $9,149 | $3,138+191.5% | $2,854+220.6% | $4,763+92.1% |
| Participant deferral / active EE | $10,904 | $4,281+154.7% | $3,884+180.7% | $5,851+86.4% |
| Admin fee / account holder | $7 | $6,173-99.9% | $5,353-99.9% | $11,598-99.9% |