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 | $104,176 | $150,447-30.8% | $136,298-23.6% | $147,586-29.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.01% | 1049.15%-1035.1pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,838 | $5,256-46.0% | $4,696-39.6% | $4,876-41.8% |
| Participant deferral / active EE | $6,896 | $6,631+4.0% | $6,247+10.4% | $5,439+26.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |