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 | $50,739 | $148,582-65.9% | $135,942-62.7% | $139,456-63.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 47.36% | 79.26%-31.9pp | 68.28%-20.9pp | 373.45%-326.1pp |
| Employer contribution / active EE | $12,067 | $5,245+130.1% | $4,858+148.4% | $4,753+153.9% |
| Participant deferral / active EE | $24,995 | $8,101+208.5% | $7,759+222.1% | $6,711+272.4% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |