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 | $107,937 | $109,905-1.8% | $98,506+9.6% | $167,553-35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.02% | 1960.20%-1943.2pp | 1494.92%-1477.9pp | 478.89%-461.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,496 | $4,674-68.0% | $4,277-65.0% | $6,343-76.4% |
| Admin fee / account holder | $226 | $6,760-96.7% | $5,955-96.2% | $12,316-98.2% |