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 | $144,906 | $176,077-17.7% | $159,455-9.1% | $167,518-13.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 331.83%-317.0pp | 263.63%-248.8pp | 478.71%-463.9pp |
| Employer contribution / active EE | $3,896 | $5,298-26.5% | $4,830-19.3% | $4,838-19.5% |
| Participant deferral / active EE | $12,127 | $7,751+56.5% | $7,353+64.9% | $6,342+91.2% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |