Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,927 | $112,933-77.0% | $90,970-71.5% | $158,982-83.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.96% | 215.82%-190.9pp | 134.60%-109.6pp | 302.99%-278.0pp |
| Employer contribution / active EE | $12,885 | $2,893+345.3% | $2,122+507.3% | $4,763+170.5% |
| Participant deferral / active EE | $6,014 | $4,128+45.7% | $3,373+78.3% | $5,983+0.5% |
| Admin fee / account holder | $66 | $8,047-99.2% | $5,961-98.9% | $11,252-99.4% |