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 | $112,651 | $102,663+9.7% | $86,216+30.7% | $139,466-19.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.18% | 1924.52%-1902.3pp | 1169.42%-1147.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,239 | $3,035-59.2% | $2,382-48.0% | $4,754-73.9% |
| Participant deferral / active EE | $8,159 | $4,677+74.4% | $3,986+104.7% | $6,712+21.6% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |