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 | $27,881 | $159,978-82.6% | $147,041-81.0% | $145,978-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 62.29% | 98.36%-36.1pp | 419.21%-356.9pp | 550.52%-488.2pp |
| Employer contribution / active EE | $7,159 | $5,288+35.4% | $4,935+45.1% | $4,662+53.6% |
| Participant deferral / active EE | $5,618 | $8,429-33.3% | $8,071-30.4% | $6,690-16.0% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |