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 | $42,103 | $157,276-73.2% | $141,177-70.2% | $152,885-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 202.16% | 64.33%+137.8pp | 71.40%+130.8pp | 345.39%-143.2pp |
| Employer contribution / active EE | $2,739 | $5,262-47.9% | $4,736-42.2% | $4,763-42.5% |
| Participant deferral / active EE | $4,273 | $7,110-39.9% | $6,710-36.3% | $5,851-27.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |