Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,753 | $100,938-0.2% | $90,461+11.4% | $158,982-36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.43% | 1727.20%-1703.8pp | 1294.76%-1271.3pp | 302.99%-279.6pp |
| Employer contribution / active EE | $925 | $3,691-74.9% | $3,264-71.7% | $4,763-80.6% |
| Participant deferral / active EE | $10,024 | $4,350+130.5% | $3,964+152.9% | $5,983+67.5% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |