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 | $207,148 | $100,895+105.3% | $90,430+129.1% | $158,950+30.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.67% | 1725.54%-1708.9pp | 1293.73%-1277.1pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,403 | $3,689-62.0% | $3,262-57.0% | $4,762-70.5% |
| Participant deferral / active EE | $1,529 | $4,347-64.8% | $3,963-61.4% | $5,983-74.4% |
| Admin fee / account holder | $15 | $6,505-99.8% | $5,613-99.7% | $11,248-99.9% |