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 | $47,137 | $106,008-55.5% | $92,240-48.9% | $147,586-68.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.11% | 50.05%-30.9pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $22,338 | $4,333+415.5% | $3,680+507.1% | $4,876+358.1% |
| Participant deferral / active EE | $3,333 | $4,478-25.6% | $3,897-14.5% | $5,439-38.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |