Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,351 | $76,608-36.9% | $56,077-13.8% | $145,877-66.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.39% | 3009.59%-2992.2pp | 1709.28%-1691.9pp | 551.28%-533.9pp |
| Employer contribution / active EE | $14,276 | $1,382+933.2% | $1,040+1272.2% | $4,663+206.2% |
| Participant deferral / active EE | $9,524 | $2,624+262.9% | $1,954+387.4% | $6,691+42.3% |
| Admin fee / account holder | $26 | $3,325-99.2% | $2,825-99.1% | $13,402-99.8% |