Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,072 | $169,336+33.5% | $129,384+74.7% | $145,884+55.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.14% | 14408.70%-14396.6pp | 9461.77%-9449.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $17,394 | $5,540+214.0% | $4,153+318.8% | $4,662+273.1% |
| Participant deferral / active EE | $10,167 | $4,985+103.9% | $4,166+144.1% | $6,690+52.0% |
| Admin fee / account holder | $45 | $9,912-99.5% | $7,686-99.4% | $13,392-99.7% |