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 | $52,033 | $175,231-70.3% | $149,696-65.2% | $139,466-62.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.10% | 166.77%-140.7pp | 134.46%-108.4pp | 373.66%-347.6pp |
| Employer contribution / active EE | $14,250 | $5,478+160.1% | $4,821+195.6% | $4,754+199.8% |
| Participant deferral / active EE | $10,600 | $6,521+62.5% | $5,682+86.6% | $6,712+57.9% |
| Admin fee / account holder | $145 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |