Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,836 | $109,872-64.7% | $98,483-60.6% | $167,536-76.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.74% | 1959.31%-1944.6pp | 1494.38%-1479.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $9,256 | $3,225+187.0% | $2,961+212.6% | $4,839+91.3% |
| Participant deferral / active EE | $5,804 | $4,673+24.2% | $4,276+35.7% | $6,342-8.5% |
| Admin fee / account holder | $16 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |