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 | $37,244 | $135,645-72.5% | $110,243-66.2% | $135,379-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 16.28% | 513.24%-497.0pp | 314.76%-298.5pp | 519.79%-503.5pp |
| Employer contribution / active EE | $7,024 | $4,907+43.1% | $3,827+83.6% | $4,779+47.0% |
| Participant deferral / active EE | $6,385 | $5,507+15.9% | $4,672+36.7% | $5,609+13.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |