Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,866 | $96,678-53.6% | $86,640-48.2% | $139,466-67.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.12% | 106.69%-93.6pp | 592.52%-579.4pp | 373.66%-360.5pp |
| Employer contribution / active EE | $8,000 | $3,265+145.0% | $3,024+164.5% | $4,754+68.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |