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 | $80,522 | $135,645-40.6% | $110,243-27.0% | $135,380-40.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 52.29% | 513.24%-460.9pp | 314.76%-262.5pp | 519.81%-467.5pp |
| Employer contribution / active EE | $9,806 | $4,907+99.8% | $3,827+156.2% | $4,779+105.2% |
| Participant deferral / active EE | $3,750 | $5,507-31.9% | $4,672-19.7% | $5,609-33.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |