Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,548 | $104,953-61.4% | $84,637-52.1% | $152,909-73.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 56.44% | 373.94%-317.5pp | 258.82%-202.4pp | 345.46%-289.0pp |
| Employer contribution / active EE | $41,479 | $3,304+1155.6% | $2,653+1463.3% | $4,764+770.7% |
| Participant deferral / active EE | $19,369 | $4,691+312.9% | $3,900+396.6% | $5,851+231.0% |
| Admin fee / account holder | $131 | $6,244-97.9% | $4,914-97.3% | $11,601-98.9% |