Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,178 | $190,916-72.1% | $160,037-66.8% | $134,545-60.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 183.32% | 552.79%-369.5pp | 408.95%-225.6pp | 418.37%-235.1pp |
| Employer contribution / active EE | $2,458 | $4,996-50.8% | $4,226-41.8% | $4,742-48.2% |
| Participant deferral / active EE | $11,450 | $6,925+65.3% | $6,184+85.2% | $6,401+78.9% |
| Admin fee / account holder | $226 | $10,497-97.9% | $8,716-97.4% | $11,431-98.0% |