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 | $62,486 | $73,546-15.0% | $63,018-0.8% | $147,586-57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.77% | 175.56%-163.8pp | 87.62%-75.9pp | 578.59%-566.8pp |
| Employer contribution / active EE | $8,719 | $3,324+162.3% | $2,761+215.8% | $4,876+78.8% |
| Participant deferral / active EE | $2,340 | $4,185-44.1% | $3,330-29.7% | $5,439-57.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |