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 | $43,539 | $150,446-71.1% | $136,297-68.1% | $147,585-70.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.57% | 1049.14%-1029.6pp | 5156.19%-5136.6pp | 578.58%-559.0pp |
| Employer contribution / active EE | $3,768 | $5,256-28.3% | $4,696-19.8% | $4,876-22.7% |
| Participant deferral / active EE | $6,037 | $6,631-9.0% | $6,247-3.4% | $5,439+11.0% |
| Admin fee / account holder | $3 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |