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 | $169,396 | $99,011+71.1% | $86,582+95.6% | $147,586+14.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.98% | 1312.75%-1301.8pp | 965.08%-954.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $11,991 | $3,132+282.8% | $2,839+322.3% | $4,876+145.9% |
| Participant deferral / active EE | $7,043 | $3,972+77.3% | $3,609+95.2% | $5,439+29.5% |
| Admin fee / account holder | $145 | $5,709-97.5% | $4,904-97.0% | $10,886-98.7% |