Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,603 | $109,872-57.6% | $98,483-52.7% | $167,536-72.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.98% | 1959.31%-1946.3pp | 1494.38%-1481.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $7,665 | $3,225+137.7% | $2,961+158.9% | $4,839+58.4% |
| Participant deferral / active EE | $7,665 | $4,673+64.0% | $4,276+79.2% | $6,342+20.9% |
| Admin fee / account holder | $183 | $6,757-97.3% | $5,953-96.9% | $12,315-98.5% |