Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,480 | $226,105-74.1% | $182,540-68.0% | $152,897-61.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.17% | 192.58%-169.4pp | 148.58%-125.4pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,403 | $4,978-51.7% | $4,076-41.1% | $4,764-49.6% |
| Participant deferral / active EE | $3,596 | $6,370-43.5% | $5,525-34.9% | $5,851-38.5% |
| Admin fee / account holder | $14 | $10,706-99.9% | $8,593-99.8% | $11,599-99.9% |