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 | $36,843 | $160,070-77.0% | $147,117-75.0% | $145,897-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.37% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,248 | $5,285-38.5% | $4,932-34.2% | $4,663-30.3% |
| Participant deferral / active EE | $11,577 | $8,419+37.5% | $8,065+43.6% | $6,689+73.1% |
| Admin fee / account holder | $59 | $15,035-99.6% | $12,993-99.5% | $13,390-99.6% |