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 | $52,469 | $97,732-46.3% | $83,831-37.4% | $135,380-61.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 21.20% | 1287.56%-1266.4pp | 850.99%-829.8pp | 519.81%-498.6pp |
| Employer contribution / active EE | $14,091 | $4,222+233.7% | $3,631+288.1% | $4,779+194.9% |
| Participant deferral / active EE | $5,851 | $4,683+24.9% | $4,082+43.3% | $5,609+4.3% |
| Admin fee / account holder | $57 | $6,675-99.1% | $5,479-99.0% | $10,828-99.5% |