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 | $186,083 | $144,130+29.1% | $117,860+57.9% | $147,585+26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.52% | 531.20%-521.7pp | 335.10%-325.6pp | 578.58%-569.1pp |
| Employer contribution / active EE | $11,250 | $4,897+129.7% | $3,786+197.1% | $4,876+130.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $222 | $10,887-98.0% | $8,021-97.2% | $10,886-98.0% |