Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,515 | $165,381-86.4% | $149,730-85.0% | $158,966-85.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 328.17% | 348.29%-20.1pp | 276.70%+51.5pp | 302.95%+25.2pp |
| Employer contribution / active EE | $3,591 | $5,104-29.7% | $4,645-22.7% | $4,762-24.6% |
| Participant deferral / active EE | $13,566 | $7,182+88.9% | $6,843+98.3% | $5,983+126.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |