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 | $34,609 | $150,442-77.0% | $136,295-74.6% | $147,585-76.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.76% | 1049.09%-1032.3pp | 5155.97%-5139.2pp | 578.56%-561.8pp |
| Employer contribution / active EE | $5,850 | $5,256+11.3% | $4,695+24.6% | $4,876+20.0% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |