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 | $60,646 | $150,445-59.7% | $136,297-55.5% | $147,585-58.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.74% | 1049.14%-1018.4pp | 5156.16%-5125.4pp | 578.57%-547.8pp |
| Employer contribution / active EE | $10,000 | $5,256+90.3% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $300 | $10,906-97.2% | $9,244-96.8% | $10,885-97.2% |