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 | $50,206 | $171,867-70.8% | $149,721-66.5% | $147,586-66.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.92% | 2113.36%-2087.4pp | 1501.67%-1475.7pp | 578.59%-552.7pp |
| Employer contribution / active EE | $5,311 | $6,275-15.4% | $5,444-2.5% | $4,876+8.9% |
| Participant deferral / active EE | $14,456 | $7,270+98.8% | $6,568+120.1% | $5,439+165.8% |
| Admin fee / account holder | $253 | $13,799-98.2% | $11,282-97.8% | $10,886-97.7% |