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 | $63,763 | $138,072-53.8% | $123,549-48.4% | $135,382-52.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 62.60% | 153.69%-91.1pp | 119.20%-56.6pp | 519.77%-457.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,258 | $6,799+95.0% | $6,426+106.3% | $5,609+136.4% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,284-99.5% | $10,829-99.5% |