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 | $103,522 | $88,754+16.6% | $81,820+26.5% | $145,877-29.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.70% | 1031.77%-1020.1pp | 777.93%-766.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,000 | $4,648-35.5% | $4,323-30.6% | $6,691-55.2% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |