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 | $55,634 | $106,008-47.5% | $92,240-39.7% | $147,586-62.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.60% | 50.05%-38.5pp | 176.29%-164.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $6,367 | $4,333+46.9% | $3,680+73.0% | $4,876+30.6% |
| Participant deferral / active EE | $23,303 | $4,478+420.3% | $3,897+498.0% | $5,439+328.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |