Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,728 | $156,963-72.8% | $121,204-64.7% | $139,466-69.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.44% | 1476.75%-1459.3pp | 987.18%-969.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $6,219 | $5,544+12.2% | $4,170+49.2% | $4,754+30.8% |
| Participant deferral / active EE | $4,402 | $4,848-9.2% | $4,083+7.8% | $6,712-34.4% |
| Admin fee / account holder | $188 | $6,953-97.3% | $5,651-96.7% | $11,409-98.4% |