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 | $227,434 | $176,077+29.2% | $159,455+42.6% | $167,518+35.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.92% | 331.83%-318.9pp | 263.63%-250.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $4,798 | $5,298-9.4% | $4,830-0.7% | $4,838-0.8% |
| Participant deferral / active EE | $15,139 | $7,751+95.3% | $7,353+105.9% | $6,342+138.7% |
| Admin fee / account holder | $14 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |