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 | $45,721 | $99,011-53.8% | $86,582-47.2% | $147,586-69.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.26% | 1312.75%-1289.5pp | 965.08%-941.8pp | 578.59%-555.3pp |
| Employer contribution / active EE | $1,109 | $3,132-64.6% | $2,839-60.9% | $4,876-77.3% |
| Participant deferral / active EE | $9,600 | $3,972+141.7% | $3,609+166.0% | $5,439+76.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |