Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,648 | $209,425-77.7% | $178,499-73.9% | $158,966-70.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 58.08% | 188.80%-130.7pp | 151.10%-93.0pp | 302.95%-244.9pp |
| Employer contribution / active EE | $11,861 | $5,707+107.8% | $5,011+136.7% | $4,762+149.0% |
| Participant deferral / active EE | $5,199 | $5,955-12.7% | $5,202-0.1% | $5,983-13.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |