Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,694 | $115,780-13.9% | $101,255-1.5% | $158,931-37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.48%-46.5pp | 302.86%-302.9pp |
| Employer contribution / active EE | $17,203 | $4,175+312.1% | $3,660+370.1% | $4,761+261.3% |
| Participant deferral / active EE | $8,711 | $4,958+75.7% | $4,370+99.3% | $5,982+45.6% |
| Admin fee / account holder | $75 | $7,246-99.0% | $5,946-98.7% | $11,247-99.3% |