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 | $245,042 | $202,342+21.1% | $172,752+41.8% | $152,897+60.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.69% | 1029.83%-1015.1pp | 802.97%-788.3pp | 345.43%-330.7pp |
| Employer contribution / active EE | $9,491 | $5,858+62.0% | $5,144+84.5% | $4,764+99.2% |
| Participant deferral / active EE | $5,931 | $5,948-0.3% | $5,198+14.1% | $5,851+1.4% |
| Admin fee / account holder | $22 | $17,111-99.9% | $13,955-99.8% | $11,599-99.8% |