Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,033 | $99,011+129.3% | $86,582+162.2% | $147,586+53.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.56% | 1312.75%-1292.2pp | 965.08%-944.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $8,800 | $3,132+180.9% | $2,839+209.9% | $4,876+80.5% |
| Participant deferral / active EE | $12,749 | $3,972+220.9% | $3,609+253.3% | $5,439+134.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |