Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,085 | $160,070-68.7% | $147,117-66.0% | $145,897-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.52% | 98.69%-56.2pp | 420.54%-378.0pp | 552.29%-509.8pp |
| Employer contribution / active EE | $5,898 | $5,285+11.6% | $4,932+19.6% | $4,663+26.5% |
| Participant deferral / active EE | $10,005 | $8,419+18.8% | $8,065+24.1% | $6,689+49.6% |
| Admin fee / account holder | $10 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |