Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,372 | $102,635-1.2% | $86,209+17.6% | $139,456-27.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.54% | 1923.53%-1910.0pp | 1169.05%-1155.5pp | 373.45%-359.9pp |
| Employer contribution / active EE | $27,125 | $3,034+794.0% | $2,381+1039.0% | $4,753+470.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |