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 | $79,898 | $88,710-9.9% | $81,783-2.3% | $145,959-45.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 32.57% | 1027.26%-994.7pp | 775.05%-742.5pp | 561.95%-529.4pp |
| Employer contribution / active EE | $3,050 | $3,083-1.1% | $2,913+4.7% | $4,661-34.6% |
| Participant deferral / active EE | $8,194 | $4,645+76.4% | $4,320+89.7% | $6,689+22.5% |
| Admin fee / account holder | $129 | $8,407-98.5% | $7,380-98.3% | $13,398-99.0% |