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 | $121,159 | $96,643+25.4% | $86,617+39.9% | $139,456-13.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.46% | 106.57%-92.1pp | 591.91%-577.5pp | 373.45%-359.0pp |
| Employer contribution / active EE | $3,004 | $3,264-8.0% | $3,023-0.6% | $4,753-36.8% |
| Participant deferral / active EE | $7,567 | $4,835+56.5% | $4,437+70.5% | $6,711+12.7% |
| Admin fee / account holder | $50 | $6,406-99.2% | $5,613-99.1% | $11,407-99.6% |