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 | $25,353 | $150,447-83.1% | $136,298-81.4% | $147,586-82.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.29% | 1049.15%-1011.9pp | 5156.27%-5119.0pp | 578.59%-541.3pp |
| Employer contribution / active EE | $3,176 | $5,256-39.6% | $4,696-32.4% | $4,876-34.9% |
| Participant deferral / active EE | $6,624 | $6,631-0.1% | $6,247+6.0% | $5,439+21.8% |
| Admin fee / account holder | $49 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |