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 | $35,249 | $105,145-66.5% | $94,664-62.8% | $139,466-74.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 35.89% | 38.09%-2.2pp | 156.84%-121.0pp | 373.66%-337.8pp |
| Employer contribution / active EE | $7,864 | $4,107+91.5% | $3,673+114.1% | $4,754+65.4% |
| Participant deferral / active EE | $21,125 | $7,599+178.0% | $7,417+184.8% | $6,712+214.7% |
| Admin fee / account holder | $49 | $8,972-99.5% | $7,222-99.3% | $11,409-99.6% |