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 | $70,876 | $58,234+21.7% | $81,783-13.3% | $80,874-12.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 50.32% | 41.70%+8.6pp | 775.05%-724.7pp | 35.62%+14.7pp |
| Employer contribution / active EE | $9,431 | $2,341+302.8% | $2,913+223.8% | $2,756+242.3% |
| Participant deferral / active EE | $15,184 | $3,283+362.5% | $4,320+251.5% | $4,297+253.4% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |