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 | $42,354 | $106,001-60.0% | $92,235-54.1% | $147,585-71.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.08% | 50.05%-34.0pp | 176.28%-160.2pp | 578.56%-562.5pp |
| Employer contribution / active EE | $6,818 | $4,333+57.4% | $3,679+85.3% | $4,876+39.8% |
| Participant deferral / active EE | $6,768 | $4,478+51.1% | $3,897+73.7% | $5,439+24.4% |
| Admin fee / account holder | $151 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |