Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,430 | $175,231-86.1% | $149,696-83.7% | $139,466-82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.45% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $8,392 | $5,478+53.2% | $4,821+74.1% | $4,754+76.5% |
| Participant deferral / active EE | $4,615 | $6,521-29.2% | $5,682-18.8% | $6,712-31.2% |
| Admin fee / account holder | $184 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |