Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,964 | $175,257-74.9% | $149,717-70.6% | $139,456-68.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 166.70%-152.2pp | 134.41%-120.0pp | 373.45%-359.0pp |
| Employer contribution / active EE | $7,612 | $5,477+39.0% | $4,820+57.9% | $4,753+60.2% |
| Participant deferral / active EE | $4,875 | $6,521-25.2% | $5,682-14.2% | $6,711-27.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |