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 | $49,214 | $159,978-69.2% | $147,041-66.5% | $145,978-66.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 408.06% | 98.36%+309.7pp | 419.21%-11.1pp | 550.52%-142.5pp |
| Employer contribution / active EE | $4,138 | $5,288-21.8% | $4,935-16.2% | $4,662-11.2% |
| Participant deferral / active EE | $9,778 | $8,429+16.0% | $8,071+21.1% | $6,690+46.2% |
| Admin fee / account holder | $23 | $15,053-99.9% | $13,006-99.8% | $13,400-99.8% |