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 | $106,211 | $150,447-29.4% | $136,298-22.1% | $147,586-28.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 341.02% | 1049.15%-708.1pp | 5156.27%-4815.2pp | 578.59%-237.6pp |
| Employer contribution / active EE | $19,080 | $5,256+263.0% | $4,696+306.3% | $4,876+291.3% |
| Participant deferral / active EE | $8,817 | $6,631+33.0% | $6,247+41.1% | $5,439+62.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |