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 | $101,553 | $171,272-40.7% | $127,803-20.5% | $152,885-33.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 154.93% | 23.54%+131.4pp | 26.14%+128.8pp | 345.39%-190.5pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,598-100.0% |