Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,906 | $202,460-34.8% | $169,385-22.1% | $139,456-5.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 61.54% | 532.07%-470.5pp | 405.82%-344.3pp | 373.45%-311.9pp |
| Employer contribution / active EE | $1,325 | $4,691-71.8% | $4,012-67.0% | $4,753-72.1% |
| Participant deferral / active EE | $2,450 | $6,938-64.7% | $6,221-60.6% | $6,711-63.5% |
| Admin fee / account holder | $79 | $10,719-99.3% | $9,011-99.1% | $11,407-99.3% |