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 | $90,740 | $100,938-10.1% | $90,461+0.3% | $158,982-42.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.87% | 1727.20%-1715.3pp | 1294.76%-1282.9pp | 302.99%-291.1pp |
| Employer contribution / active EE | $8,642 | $3,691+134.1% | $3,264+164.8% | $4,763+81.4% |
| Participant deferral / active EE | $15,534 | $4,350+257.1% | $3,964+291.8% | $5,983+159.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |