Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,337 | $32,888+107.8% | - | $70,126-2.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | - | 69.5%+30.5pp |
| Annual return | 85.35% | 18.50%+66.8pp | - | 73.15%+12.2pp |
| Employer contribution / active EE | $10,089 | $2,171+364.8% | - | $2,343+330.7% |
| Participant deferral / active EE | $0 | $1,340-100.0% | - | $3,332-100.0% |
| Admin fee / account holder | $36 | $1,413-97.5% | - | $4,645-99.2% |