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 | $46,097 | $171,867-73.2% | $149,716-69.2% | $147,585-68.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 41.82% | 2113.36%-2071.5pp | 1501.67%-1459.8pp | 578.58%-536.8pp |
| Employer contribution / active EE | $37,083 | $6,275+491.0% | $5,444+581.1% | $4,876+660.5% |
| Participant deferral / active EE | $6,400 | $7,270-12.0% | $6,568-2.6% | $5,439+17.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |