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 | $46,982 | $209,425-77.6% | $178,499-73.7% | $158,966-70.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.55% | 188.80%-147.2pp | 151.10%-109.6pp | 302.95%-261.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $24,842 | $5,955+317.2% | $5,202+377.5% | $5,983+315.2% |
| Admin fee / account holder | $60 | $17,078-99.6% | $13,986-99.6% | $11,250-99.5% |