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 | $214,146 | $107,363+99.5% | $92,909+130.5% | $152,897+40.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.40% | 145.63%-118.2pp | 109.44%-82.0pp | 345.43%-318.0pp |
| Employer contribution / active EE | $9,060 | $4,222+114.6% | $3,653+148.0% | $4,764+90.2% |
| Participant deferral / active EE | $17,300 | $4,848+256.9% | $4,238+308.2% | $5,851+195.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |