Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,771 | $76,522+93.1% | $56,033+163.7% | $145,884+1.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 372.92% | 3014.28%-2641.4pp | 1711.38%-1338.5pp | 551.85%-178.9pp |
| Employer contribution / active EE | $1,500 | $1,382+8.5% | $1,041+44.1% | $4,662-67.8% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |