Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,759 | $88,815-55.2% | $81,882-51.4% | $145,897-72.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.49% | 1033.75%-1012.3pp | 779.47%-758.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $5,763 | $3,086+86.7% | $2,916+97.6% | $4,663+23.6% |
| Participant deferral / active EE | $10,795 | $4,647+132.3% | $4,323+149.7% | $6,689+61.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |