Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,494 | $176,077-85.0% | $159,455-83.4% | $167,518-84.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 63.55% | 331.83%-268.3pp | 263.63%-200.1pp | 478.71%-415.2pp |
| Employer contribution / active EE | $7,958 | $5,298+50.2% | $4,830+64.8% | $4,838+64.5% |
| Participant deferral / active EE | $11,275 | $7,751+45.5% | $7,353+53.3% | $6,342+77.8% |
| Admin fee / account holder | $14 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |