Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,226 | $180,749-0.8% | $160,784+11.5% | $137,256+30.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 22.13% | 2234.46%-2212.3pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $7,579 | $4,155+82.4% | $3,733+103.1% | $4,156+82.4% |
| Participant deferral / active EE | $7,470 | $6,844+9.1% | $6,293+18.7% | $6,407+16.6% |
| Admin fee / account holder | $130 | $10,397-98.7% | $9,717-98.7% | $12,270-98.9% |