Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,147 | $102,595-35.5% | $94,057-29.7% | $154,746-57.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 44.75% | 583.42%-538.7pp | 480.62%-435.9pp | 172.34%-127.6pp |
| Employer contribution / active EE | $18,392 | $3,147+484.4% | $2,933+527.0% | $4,379+320.0% |
| Participant deferral / active EE | $16,983 | $5,118+231.8% | $4,709+260.6% | $6,730+152.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |