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 | $37,013 | $150,447-75.4% | $136,298-72.8% | $147,586-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.29% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $13,342 | $5,256+153.8% | $4,696+184.1% | $4,876+173.6% |
| Participant deferral / active EE | $7,611 | $6,631+14.8% | $6,247+21.8% | $5,439+39.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |