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 | $166,456 | $106,001+57.0% | $92,235+80.5% | $147,585+12.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.50% | 50.05%-31.5pp | 176.28%-157.8pp | 578.56%-560.1pp |
| Employer contribution / active EE | $8,885 | $4,333+105.1% | $3,679+141.5% | $4,876+82.2% |
| Participant deferral / active EE | $9,612 | $4,478+114.7% | $3,897+146.7% | $5,439+76.7% |
| Admin fee / account holder | $3 | $6,332-100.0% | $5,194-99.9% | $10,885-100.0% |