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 | $88,745 | $72,403+22.6% | $67,524+31.4% | $145,978-39.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.89% | 7197.23%-7181.3pp | 3519.41%-3503.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $3,904 | $3,072+27.1% | $2,734+42.8% | $4,662-16.2% |
| Participant deferral / active EE | $8,178 | $4,782+71.0% | $4,001+104.4% | $6,690+22.3% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |