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 | $126,375 | $108,695+16.3% | $74,722+69.1% | $152,897-17.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 147.06% | 114.11%+33.0pp | 753.11%-606.1pp | 345.43%-198.4pp |
| Employer contribution / active EE | $183 | $1,504-87.9% | $1,084-83.2% | $4,764-96.2% |
| Participant deferral / active EE | $190 | $2,712-93.0% | $1,963-90.3% | $5,851-96.8% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |