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 | $13,012 | $84,708-84.6% | $75,714-82.8% | $167,536-92.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 19.79% | 199.62%-179.8pp | 104.62%-84.8pp | 478.82%-459.0pp |
| Employer contribution / active EE | $4,217 | $3,231+30.5% | $2,744+53.7% | $4,839-12.8% |
| Participant deferral / active EE | $4,522 | $4,577-1.2% | $3,820+18.4% | $6,342-28.7% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |