Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,292 | $150,442-81.2% | $136,295-79.2% | $147,585-80.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.59% | 1049.09%-1001.5pp | 5155.97%-5108.4pp | 578.56%-531.0pp |
| Employer contribution / active EE | $6,781 | $5,256+29.0% | $4,695+44.4% | $4,876+39.1% |
| Participant deferral / active EE | $13,757 | $6,630+107.5% | $6,247+120.2% | $5,439+152.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |