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 | $119,123 | $150,442-20.8% | $136,295-12.6% | $147,585-19.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.29% | 1049.09%-1029.8pp | 5155.97%-5136.7pp | 578.56%-559.3pp |
| Employer contribution / active EE | $6,856 | $5,256+30.4% | $4,695+46.0% | $4,876+40.6% |
| Participant deferral / active EE | $7,488 | $6,630+12.9% | $6,247+19.9% | $5,439+37.7% |
| Admin fee / account holder | $34 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |