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 | $52,091 | $100,938-48.4% | $90,461-42.4% | $158,982-67.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.04% | 1727.20%-1703.2pp | 1294.76%-1270.7pp | 302.99%-278.9pp |
| Employer contribution / active EE | $4,874 | $3,691+32.0% | $3,264+49.3% | $4,763+2.3% |
| Participant deferral / active EE | $2,743 | $4,350-36.9% | $3,964-30.8% | $5,983-54.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |