Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,636 | $90,606-1.1% | $79,466+12.8% | $135,379-33.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 303.18% | 977.69%-674.5pp | 718.28%-415.1pp | 519.79%-216.6pp |
| Employer contribution / active EE | $401 | $3,068-86.9% | $2,800-85.7% | $4,779-91.6% |
| Participant deferral / active EE | $588 | $4,050-85.5% | $3,704-84.1% | $5,609-89.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |