Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,217 | $150,447-80.6% | $136,298-78.6% | $147,586-80.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.39% | 1049.15%-1022.8pp | 5156.27%-5129.9pp | 578.59%-552.2pp |
| Employer contribution / active EE | $7,056 | $5,256+34.2% | $4,696+50.3% | $4,876+44.7% |
| Participant deferral / active EE | $9,019 | $6,631+36.0% | $6,247+44.4% | $5,439+65.8% |
| Admin fee / account holder | $47 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |