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 | $89,723 | $104,924-14.5% | $84,623+6.0% | $152,885-41.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.39% | 373.82%-351.4pp | 258.77%-236.4pp | 345.39%-323.0pp |
| Employer contribution / active EE | $4,858 | $3,302+47.1% | $2,652+83.1% | $4,763+2.0% |
| Participant deferral / active EE | $21,150 | $4,689+351.1% | $3,899+442.4% | $5,851+261.5% |
| Admin fee / account holder | $38 | $6,242-99.4% | $4,913-99.2% | $11,598-99.7% |