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 | $228,561 | $100,041+128.5% | $149,718+52.7% | $70,131+225.9% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 24.87% | 27.43%-2.6pp | 1501.70%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $8,622 | $3,662+135.5% | $5,444+58.4% | $2,342+268.1% |
| Participant deferral / active EE | $16,372 | $4,983+228.6% | $6,568+149.3% | $3,332+391.4% |
| Admin fee / account holder | $3 | $8,286-100.0% | $11,283-100.0% | $4,645-99.9% |