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 | $156,375 | $169,336-7.7% | $129,384+20.9% | $145,884+7.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.08% | 14408.70%-14400.6pp | 9461.77%-9453.7pp | 551.85%-543.8pp |
| Employer contribution / active EE | $17,439 | $5,540+214.8% | $4,153+319.9% | $4,662+274.0% |
| Participant deferral / active EE | $10,167 | $4,985+103.9% | $4,166+144.1% | $6,690+52.0% |
| Admin fee / account holder | $13 | $9,912-99.9% | $7,686-99.8% | $13,392-99.9% |