Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,538 | $76,368-19.4% | $67,681-9.1% | $154,746-60.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.99% | 1066.77%-1055.8pp | 590.58%-579.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $5,050 | $3,151+60.2% | $2,678+88.6% | $4,379+15.3% |
| Participant deferral / active EE | $7,100 | $4,824+47.2% | $3,976+78.6% | $6,730+5.5% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |