Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,181 | $88,710-62.6% | $81,783-59.4% | $145,959-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.40% | 1027.26%-1007.9pp | 775.05%-755.7pp | 561.95%-542.6pp |
| Employer contribution / active EE | $6,772 | $3,083+119.6% | $2,913+132.5% | $4,661+45.3% |
| Participant deferral / active EE | $8,360 | $4,645+80.0% | $4,320+93.5% | $6,689+25.0% |
| Admin fee / account holder | $86 | $8,407-99.0% | $7,380-98.8% | $13,398-99.4% |