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 | $79,943 | $90,617-11.8% | $79,476+0.6% | $135,382-41.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 37.47% | 977.57%-940.1pp | 718.21%-680.7pp | 519.77%-482.3pp |
| Employer contribution / active EE | $17,216 | $3,068+461.2% | $2,800+514.8% | $4,779+260.3% |
| Participant deferral / active EE | $9,783 | $4,050+141.5% | $3,704+164.1% | $5,609+74.4% |
| Admin fee / account holder | $202 | $5,907-96.6% | $5,113-96.0% | $10,829-98.1% |