Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,915 | $160,070-75.7% | $147,117-73.5% | $145,897-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $4,925 | $5,285-6.8% | $4,932-0.1% | $4,663+5.6% |
| Participant deferral / active EE | $8,454 | $8,419+0.4% | $8,065+4.8% | $6,689+26.4% |
| Admin fee / account holder | $190 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |