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 | $225,603 | $150,447+50.0% | $136,298+65.5% | $147,586+52.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.37% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,826 | $6,631+63.3% | $6,247+73.3% | $5,439+99.0% |
| Admin fee / account holder | $47 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |