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 | $178,657 | $132,099+35.2% | $115,599+54.5% | $138,895+28.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 46.19% | 176.76%-130.6pp | 111.10%-64.9pp | 145.39%-99.2pp |
| Employer contribution / active EE | $1,310 | $3,416-61.7% | $2,955-55.7% | $4,194-68.8% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $131 | $15,650-99.2% | $12,841-99.0% | $12,562-99.0% |