Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,499 | $100,911-68.8% | $90,440-65.2% | $158,966-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.59% | 1726.62%-1704.0pp | 1294.38%-1271.8pp | 302.95%-280.4pp |
| Employer contribution / active EE | $7,331 | $3,690+98.7% | $3,263+124.7% | $4,762+53.9% |
| Participant deferral / active EE | $8,777 | $4,348+101.9% | $3,964+121.5% | $5,983+46.7% |
| Admin fee / account holder | $10 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |