Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,647 | $165,399-79.7% | $149,745-77.5% | $158,982-78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1269.86% | 348.34%+921.5pp | 276.72%+993.1pp | 302.99%+966.9pp |
| Employer contribution / active EE | $2,515 | $5,105-50.7% | $4,646-45.9% | $4,763-47.2% |
| Participant deferral / active EE | $7,374 | $7,183+2.7% | $6,843+7.8% | $5,983+23.2% |
| Admin fee / account holder | $110 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |