Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,482 | $149,040-63.4% | $120,225-54.7% | $137,256-60.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.44% | 605.68%-586.2pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,160 | $4,350-50.4% | $3,475-37.9% | $4,156-48.0% |
| Participant deferral / active EE | $25,441 | $4,655+446.6% | $3,999+536.2% | $6,407+297.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |