Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,678 | $115,796-56.2% | $101,264-50.0% | $158,950-68.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.73% | 56.15%-38.4pp | 46.48%-28.8pp | 302.91%-285.2pp |
| Employer contribution / active EE | $8,839 | $4,175+111.7% | $3,660+141.5% | $4,762+85.6% |
| Participant deferral / active EE | $10,126 | $4,958+104.2% | $4,370+131.7% | $5,983+69.3% |
| Admin fee / account holder | $20 | $7,247-99.7% | $5,947-99.7% | $11,248-99.8% |