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 | $188,771 | $171,867+9.8% | $149,721+26.1% | $147,586+27.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.46% | 2113.36%-2098.9pp | 1501.67%-1487.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,194 | $6,275-17.2% | $5,444-4.6% | $4,876+6.5% |
| Participant deferral / active EE | $5,868 | $7,270-19.3% | $6,568-10.7% | $5,439+7.9% |
| Admin fee / account holder | $146 | $13,799-98.9% | $11,282-98.7% | $10,886-98.7% |