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 | $245,591 | $106,001+131.7% | $92,235+166.3% | $147,585+66.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.82% | 50.05%-24.2pp | 176.28%-150.5pp | 578.56%-552.7pp |
| Employer contribution / active EE | $4,242 | $4,333-2.1% | $3,679+15.3% | $4,876-13.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |