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 | $243,453 | $105,198+131.4% | $159,455+52.7% | $85,856+183.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 31.06% | 45.08%-14.0pp | 263.63%-232.6pp | 318.58%-287.5pp |
| Employer contribution / active EE | $6,086 | $3,319+83.4% | $4,830+26.0% | $2,565+137.2% |
| Participant deferral / active EE | $9,317 | $5,946+56.7% | $7,353+26.7% | $3,952+135.7% |
| Admin fee / account holder | $28 | $6,934-99.6% | $10,800-99.7% | $6,261-99.6% |