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 | $91,389 | $90,530+0.9% | $76,030+20.2% | $145,897-37.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.01% | 625.08%-615.1pp | 361.54%-351.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $12,625 | $3,319+280.3% | $2,688+369.8% | $4,663+170.8% |
| Participant deferral / active EE | $2,544 | $5,164-50.8% | $4,257-40.3% | $6,689-62.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |