Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,384 | $150,447-74.5% | $136,298-71.8% | $147,586-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 50.95% | 1049.15%-998.2pp | 5156.27%-5105.3pp | 578.59%-527.6pp |
| Employer contribution / active EE | $4,216 | $5,256-19.8% | $4,696-10.2% | $4,876-13.5% |
| Participant deferral / active EE | $7,472 | $6,631+12.7% | $6,247+19.6% | $5,439+37.4% |
| Admin fee / account holder | $215 | $10,906-98.0% | $9,244-97.7% | $10,886-98.0% |