Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,924 | $95,587+86.1% | $77,175+130.5% | $139,427+27.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.30% | 54.95%-37.7pp | 37.88%-20.6pp | 373.27%-356.0pp |
| Employer contribution / active EE | $47,333 | $3,144+1405.3% | $2,533+1768.5% | $4,752+896.2% |
| Participant deferral / active EE | $0 | $4,622-100.0% | $3,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $20 | $8,300-99.8% | $5,474-99.6% | $11,404-99.8% |