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 | $42,945 | $96,388-55.4% | $80,627-46.7% | $139,466-69.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 1352.08%-1333.6pp | 936.76%-918.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $3,208 | $3,260-1.6% | $2,723+17.8% | $4,754-32.5% |
| Participant deferral / active EE | $5,012 | $5,224-4.1% | $4,443+12.8% | $6,712-25.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |