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 | $103,472 | $106,001-2.4% | $92,235+12.2% | $147,585-29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.43% | 50.05%-34.6pp | 176.28%-160.9pp | 578.56%-563.1pp |
| Employer contribution / active EE | $1,640 | $4,333-62.1% | $3,679-55.4% | $4,876-66.4% |
| Participant deferral / active EE | $2,110 | $4,478-52.9% | $3,897-45.9% | $5,439-61.2% |
| Admin fee / account holder | $14 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |