Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,441 | $183,988-64.4% | $162,177-59.6% | $152,897-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $18,835 | $6,370+195.7% | $5,613+235.6% | $4,764+295.4% |
| Participant deferral / active EE | $9,460 | $8,032+17.8% | $7,297+29.6% | $5,851+61.7% |
| Admin fee / account holder | $103 | $13,123-99.2% | $10,843-99.0% | $11,599-99.1% |