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 | $99,711 | $166,242-40.0% | $165,071-39.6% | $145,884-31.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 96.68% | 100.44%-3.8pp | 70.17%+26.5pp | 551.85%-455.2pp |
| Employer contribution / active EE | $5,715 | $5,283+8.2% | $4,347+31.5% | $4,662+22.6% |
| Participant deferral / active EE | $12,330 | $6,964+77.1% | $6,035+104.3% | $6,690+84.3% |
| Admin fee / account holder | $286 | $16,658-98.3% | $12,695-97.7% | $13,392-97.9% |