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 | $208,376 | $185,225+12.5% | $142,898+45.8% | $167,536+24.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 28.46% | 8558.12%-8529.7pp | 5639.64%-5611.2pp | 478.82%-450.4pp |
| Employer contribution / active EE | $1,286 | $5,607-77.1% | $4,146-69.0% | $4,839-73.4% |
| Participant deferral / active EE | $4,118 | $4,496-8.4% | $3,838+7.3% | $6,342-35.1% |
| Admin fee / account holder | $20 | $8,032-99.8% | $6,560-99.7% | $12,315-99.8% |