Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,177 | $156,963-76.3% | $121,204-69.3% | $139,466-73.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.36% | 1476.75%-1454.4pp | 987.18%-964.8pp | 373.66%-351.3pp |
| Employer contribution / active EE | $7,231 | $5,544+30.4% | $4,170+73.4% | $4,754+52.1% |
| Participant deferral / active EE | $6,234 | $4,848+28.6% | $4,083+52.7% | $6,712-7.1% |
| Admin fee / account holder | $127 | $6,953-98.2% | $5,651-97.8% | $11,409-98.9% |