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 | $49,413 | $73,546-32.8% | $63,018-21.6% | $147,586-66.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.20% | 175.56%-157.4pp | 87.62%-69.4pp | 578.59%-560.4pp |
| Employer contribution / active EE | $3,224 | $3,324-3.0% | $2,761+16.8% | $4,876-33.9% |
| Participant deferral / active EE | $10,756 | $4,185+157.0% | $3,330+223.0% | $5,439+97.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |