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 | $40,647 | $100,938-59.7% | $90,461-55.1% | $158,982-74.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.68% | 1727.20%-1708.5pp | 1294.76%-1276.1pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,000 | $3,691-45.8% | $3,264-38.7% | $4,763-58.0% |
| Participant deferral / active EE | $5,760 | $4,350+32.4% | $3,964+45.3% | $5,983-3.7% |
| Admin fee / account holder | $5 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |