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 | $32,442 | $150,442-78.4% | $136,295-76.2% | $147,585-78.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 215.37% | 1049.09%-833.7pp | 5155.97%-4940.6pp | 578.56%-363.2pp |
| Employer contribution / active EE | $9,092 | $5,256+73.0% | $4,695+93.6% | $4,876+86.4% |
| Participant deferral / active EE | $11,957 | $6,630+80.3% | $6,247+91.4% | $5,439+119.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |