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 | $48,911 | $138,075-64.6% | $123,552-60.4% | $135,379-63.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4298.52% | 153.70%+4144.8pp | 119.20%+4179.3pp | 519.79%+3778.7pp |
| Employer contribution / active EE | $3,256 | $5,152-36.8% | $4,628-29.6% | $4,779-31.9% |
| Participant deferral / active EE | $8,986 | $6,800+32.2% | $6,426+39.8% | $5,609+60.2% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |