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 | $47,259 | $100,938-53.2% | $90,461-47.8% | $158,982-70.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 71.60% | 1727.20%-1655.6pp | 1294.76%-1223.2pp | 302.99%-231.4pp |
| Employer contribution / active EE | $12,671 | $3,691+243.2% | $3,264+288.2% | $4,763+166.0% |
| Participant deferral / active EE | $13,080 | $4,350+200.7% | $3,964+229.9% | $5,983+118.6% |
| Admin fee / account holder | $250 | $6,510-96.2% | $5,617-95.6% | $11,252-97.8% |