Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,171 | $73,546+41.6% | $63,018+65.3% | $147,586-29.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 51.53% | 175.56%-124.0pp | 87.62%-36.1pp | 578.59%-527.1pp |
| Employer contribution / active EE | $7,658 | $3,324+130.4% | $2,761+177.4% | $4,876+57.0% |
| Participant deferral / active EE | $3,938 | $4,185-5.9% | $3,330+18.3% | $5,439-27.6% |
| Admin fee / account holder | $59 | $5,956-99.0% | $3,601-98.4% | $10,886-99.5% |