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 | $50,129 | $159,934-68.7% | $147,005-65.9% | $145,959-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.79% | 98.24%-80.5pp | 418.76%-401.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $3,503 | $5,287-33.7% | $4,934-29.0% | $4,661-24.8% |
| Participant deferral / active EE | $12,547 | $8,427+48.9% | $8,070+55.5% | $6,689+87.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |