Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,261 | $150,447-34.0% | $136,298-27.2% | $147,586-32.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2379.42% | 1049.15%+1330.3pp | 5156.27%-2776.9pp | 578.59%+1800.8pp |
| Employer contribution / active EE | $3,996 | $5,256-24.0% | $4,696-14.9% | $4,876-18.0% |
| Participant deferral / active EE | $5,795 | $6,631-12.6% | $6,247-7.2% | $5,439+6.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |