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 | $42,168 | $176,120-76.1% | $159,487-73.6% | $167,553-74.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.52% | 331.95%-312.4pp | 263.71%-244.2pp | 478.89%-459.4pp |
| Employer contribution / active EE | $2,798 | $5,299-47.2% | $4,831-42.1% | $4,840-42.2% |
| Participant deferral / active EE | $6,928 | $7,752-10.6% | $7,354-5.8% | $6,343+9.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |