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 | $21,396 | $76,608-72.1% | $56,077-61.8% | $145,877-85.3% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 9.29% | 3009.59%-3000.3pp | 1709.28%-1700.0pp | 551.28%-542.0pp |
| Employer contribution / active EE | $7,643 | $1,382+453.2% | $1,040+634.7% | $4,663+63.9% |
| Participant deferral / active EE | $4,750 | $2,624+81.0% | $1,954+143.1% | $6,691-29.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |