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 | $45,311 | $159,978-71.7% | $147,041-69.2% | $145,978-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 98.36%-85.4pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $16,267 | $5,288+207.6% | $4,935+229.6% | $4,662+248.9% |
| Participant deferral / active EE | $3,823 | $8,429-54.6% | $8,071-52.6% | $6,690-42.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |