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 | $240,931 | $160,040+50.5% | $147,096+63.8% | $145,877+65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $8,828 | $5,289+66.9% | $4,936+78.8% | $4,663+89.3% |
| Participant deferral / active EE | $17,133 | $8,429+103.3% | $8,071+112.3% | $6,691+156.1% |
| Admin fee / account holder | $182 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |