Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,579 | $102,696-28.4% | $86,235-14.7% | $139,487-47.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.79% | 1925.91%-1907.1pp | 1170.03%-1151.2pp | 373.84%-355.1pp |
| Employer contribution / active EE | $6,816 | $3,034+124.7% | $2,381+186.3% | $4,755+43.4% |
| Participant deferral / active EE | $4,585 | $4,679-2.0% | $3,987+15.0% | $6,713-31.7% |
| Admin fee / account holder | $6 | $8,667-99.9% | $6,856-99.9% | $11,407-100.0% |