Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,051 | $165,399-85.5% | $149,745-83.9% | $158,982-84.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 61.10% | 348.34%-287.2pp | 276.72%-215.6pp | 302.99%-241.9pp |
| Employer contribution / active EE | $8,707 | $5,105+70.6% | $4,646+87.4% | $4,763+82.8% |
| Participant deferral / active EE | $9,709 | $7,183+35.2% | $6,843+41.9% | $5,983+62.3% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |