Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,281 | $99,031-72.5% | $86,597-68.5% | $147,585-81.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 38.81% | 1312.56%-1273.7pp | 964.96%-926.1pp | 578.57%-539.8pp |
| Employer contribution / active EE | $5,455 | $3,132+74.1% | $2,840+92.1% | $4,876+11.9% |
| Participant deferral / active EE | $11,674 | $3,972+193.9% | $3,609+223.5% | $5,439+114.7% |
| Admin fee / account holder | $10 | $5,711-99.8% | $4,906-99.8% | $10,885-99.9% |