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 | $80,901 | $110,303-26.7% | $95,759-15.5% | $139,487-42.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 57.86% | 27.19%+30.7pp | 28.42%+29.4pp | 373.84%-316.0pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,000 | $4,674+113.9% | $4,244+135.6% | $6,713+49.0% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |