Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,803 | $112,933-55.0% | $90,970-44.2% | $158,982-68.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 226.53% | 215.82%+10.7pp | 134.60%+91.9pp | 302.99%-76.5pp |
| Employer contribution / active EE | $2,120 | $2,893-26.7% | $2,122-0.1% | $4,763-55.5% |
| Participant deferral / active EE | $6,166 | $4,128+49.4% | $3,373+82.8% | $5,983+3.1% |
| Admin fee / account holder | $120 | $8,047-98.5% | $5,961-98.0% | $11,252-98.9% |