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 | $44,804 | $217,432-79.4% | $185,849-75.9% | $167,536-73.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.67% | 148.42%-125.8pp | 122.10%-99.4pp | 478.82%-456.2pp |
| Employer contribution / active EE | $2,040 | $5,875-65.3% | $5,169-60.5% | $4,839-57.9% |
| Participant deferral / active EE | $7,408 | $6,357+16.5% | $5,569+33.0% | $6,342+16.8% |
| Admin fee / account holder | $10 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |