Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,616 | $180,462-77.5% | $154,111-73.6% | $135,379-70.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 160.21% | 888.17%-728.0pp | 735.18%-575.0pp | 519.79%-359.6pp |
| Employer contribution / active EE | $2,297 | $6,036-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $9,507 | $5,806+63.7% | $5,081+87.1% | $5,609+69.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |