Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,964 | $88,815-3.2% | $81,882+5.0% | $145,897-41.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.89% | 1033.75%-1020.9pp | 779.47%-766.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $13,377 | $3,086+333.4% | $2,916+358.7% | $4,663+186.9% |
| Participant deferral / active EE | $18,391 | $4,647+295.7% | $4,323+325.4% | $6,689+174.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |