Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,386 | $160,059-66.6% | $140,019-61.9% | $135,379-60.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 609.20% | 911.44%-302.2pp | 651.15%-41.9pp | 519.79%+89.4pp |
| Employer contribution / active EE | $2,207 | $6,420-65.6% | $5,605-60.6% | $4,779-53.8% |
| Participant deferral / active EE | $5,540 | $7,641-27.5% | $6,927-20.0% | $5,609-1.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |