Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,619 | $81,668+63.6% | $58,507+128.4% | $139,487-4.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.29% | 7430.07%-7410.8pp | 4252.32%-4233.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $13,506 | $1,398+866.2% | $1,053+1182.2% | $4,755+184.0% |
| Participant deferral / active EE | $20,344 | $2,554+696.7% | $1,922+958.3% | $6,713+203.1% |
| Admin fee / account holder | $133 | $3,212-95.9% | $2,486-94.7% | $11,407-98.8% |