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 | $199,651 | $102,663+94.5% | $86,216+131.6% | $139,466+43.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.95% | 1924.52%-1908.6pp | 1169.42%-1153.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $18,244 | $3,035+501.2% | $2,382+666.1% | $4,754+283.8% |
| Participant deferral / active EE | $10,080 | $4,677+115.5% | $3,986+152.9% | $6,712+50.2% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |