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 | $47,786 | $175,257-72.7% | $149,717-68.1% | $139,456-65.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.48% | 166.70%-152.2pp | 134.41%-119.9pp | 373.45%-359.0pp |
| Employer contribution / active EE | $3,968 | $5,477-27.6% | $4,820-17.7% | $4,753-16.5% |
| Participant deferral / active EE | $3,975 | $6,521-39.0% | $5,682-30.0% | $6,711-40.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |