Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,184 | $107,363-76.5% | $92,909-72.9% | $152,897-83.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.52% | 145.63%-124.1pp | 109.44%-87.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $6,334 | $4,222+50.0% | $3,653+73.4% | $4,764+33.0% |
| Participant deferral / active EE | $3,618 | $4,848-25.4% | $4,238-14.6% | $5,851-38.2% |
| Admin fee / account holder | $41 | $7,082-99.4% | $5,795-99.3% | $11,599-99.6% |