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 | $51,842 | $171,867-69.8% | $149,721-65.4% | $147,586-64.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 137.81% | 2113.36%-1975.5pp | 1501.67%-1363.9pp | 578.59%-440.8pp |
| Employer contribution / active EE | $5,725 | $6,275-8.8% | $5,444+5.1% | $4,876+17.4% |
| Participant deferral / active EE | $6,000 | $7,270-17.5% | $6,568-8.7% | $5,439+10.3% |
| Admin fee / account holder | $88 | $13,799-99.4% | $11,282-99.2% | $10,886-99.2% |