Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,448 | $227,566-42.7% | $189,558-31.2% | $167,518-22.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $7,198 | $5,316+35.4% | $4,412+63.2% | $4,838+48.8% |
| Participant deferral / active EE | $6,522 | $7,002-6.9% | $6,174+5.6% | $6,342+2.8% |
| Admin fee / account holder | $15 | $11,881-99.9% | $9,809-99.8% | $12,312-99.9% |