Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,560 | $106,008-51.4% | $92,240-44.1% | $147,586-65.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 60.31% | 50.05%+10.3pp | 176.29%-116.0pp | 578.59%-518.3pp |
| Employer contribution / active EE | $2,913 | $4,333-32.8% | $3,680-20.8% | $4,876-40.3% |
| Participant deferral / active EE | $11,111 | $4,478+148.1% | $3,897+185.1% | $5,439+104.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |