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 | $187,146 | $176,120+6.3% | $159,487+17.3% | $167,553+11.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.61% | 331.95%-321.3pp | 263.71%-253.1pp | 478.89%-468.3pp |
| Employer contribution / active EE | $13,690 | $5,299+158.3% | $4,831+183.4% | $4,840+182.9% |
| Participant deferral / active EE | $9,414 | $7,752+21.4% | $7,354+28.0% | $6,343+48.4% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |