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 | $158,910 | $100,938+57.4% | $90,461+75.7% | $158,9820% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.74% | 1727.20%-1709.5pp | 1294.76%-1277.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $4,600 | $3,691+24.6% | $3,264+40.9% | $4,763-3.4% |
| Participant deferral / active EE | $23,000 | $4,350+428.8% | $3,964+480.2% | $5,983+284.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |