Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,451 | $76,522-7.9% | $56,033+25.7% | $145,884-51.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 3014.28%-3003.7pp | 1711.38%-1700.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $10,112 | $1,382+631.5% | $1,041+871.4% | $4,662+116.9% |
| Participant deferral / active EE | $7,270 | $2,624+177.1% | $1,954+272.1% | $6,690+8.7% |
| Admin fee / account holder | $215 | $3,328-93.6% | $2,827-92.4% | $13,392-98.4% |