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 | $206,846 | $180,466+14.6% | $154,114+34.2% | $135,382+52.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.75% | 888.15%-891.9pp | 735.16%-738.9pp | 519.77%-523.5pp |
| Employer contribution / active EE | $8,186 | $6,035+35.6% | $5,298+54.5% | $4,779+71.3% |
| Participant deferral / active EE | $6,240 | $5,806+7.5% | $5,081+22.8% | $5,609+11.3% |
| Admin fee / account holder | $10 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |