Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,133 | $96,643-59.5% | $86,617-54.8% | $139,456-71.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.36% | 106.57%-83.2pp | 591.91%-568.5pp | 373.45%-350.1pp |
| Employer contribution / active EE | $8,039 | $3,264+146.3% | $3,023+165.9% | $4,753+69.2% |
| Participant deferral / active EE | $6,478 | $4,835+34.0% | $4,437+46.0% | $6,711-3.5% |
| Admin fee / account holder | $204 | $6,406-96.8% | $5,613-96.4% | $11,407-98.2% |