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 | $85,631 | $110,039-22.2% | $97,260-12.0% | $145,884-41.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 219.07% | 244.44%-25.4pp | 75.54%+143.5pp | 551.85%-332.8pp |
| Employer contribution / active EE | $2,087 | $3,074-32.1% | $2,721-23.3% | $4,662-55.2% |
| Participant deferral / active EE | $7,521 | $4,674+60.9% | $4,262+76.5% | $6,690+12.4% |
| Admin fee / account holder | $239 | $6,204-96.2% | $5,640-95.8% | $13,392-98.2% |