Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,525 | $185,883-71.2% | $170,043-68.5% | $139,466-61.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 85.24% | 60.54%+24.7pp | 53.40%+31.8pp | 373.66%-288.4pp |
| Employer contribution / active EE | $31,269 | $7,596+311.6% | $6,790+360.5% | $4,754+557.8% |
| Participant deferral / active EE | $8,461 | $11,626-27.2% | $10,410-18.7% | $6,712+26.1% |
| Admin fee / account holder | $8 | $15,393-100.0% | $12,824-99.9% | $11,409-99.9% |