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 | $30,283 | $150,446-79.9% | $136,297-77.8% | $147,585-79.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.24% | 1049.14%-1019.9pp | 5156.19%-5127.0pp | 578.58%-549.3pp |
| Employer contribution / active EE | $3,807 | $5,256-27.6% | $4,696-18.9% | $4,876-21.9% |
| Participant deferral / active EE | $15,594 | $6,631+135.2% | $6,247+149.6% | $5,439+186.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |