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 | $55,522 | $106,005-47.6% | $92,239-39.8% | $147,585-62.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.29% | 50.05%-33.8pp | 176.29%-160.0pp | 578.58%-562.3pp |
| Employer contribution / active EE | $11,757 | $4,333+171.3% | $3,680+219.5% | $4,876+141.1% |
| Participant deferral / active EE | $8,979 | $4,478+100.5% | $3,897+130.4% | $5,439+65.1% |
| Admin fee / account holder | $127 | $6,333-98.0% | $5,194-97.6% | $10,886-98.8% |