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 | $71,648 | $108,695-34.1% | $74,722-4.1% | $152,897-53.1% |
| Participation rate | 83.3% | 65.4%+18.0pp | 54.5%+28.9pp | 82.5%+0.9pp |
| Annual return | 22.96% | 114.11%-91.1pp | 753.11%-730.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,067 | $1,504+103.9% | $1,084+182.9% | $4,764-35.6% |
| Participant deferral / active EE | $9,333 | $2,712+244.2% | $1,963+375.4% | $5,851+59.5% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |