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 | $236,953 | $156,970+51.0% | $121,210+95.5% | $139,487+69.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 1477.10%-1463.4pp | 987.41%-973.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $10,984 | $5,546+98.1% | $4,171+163.4% | $4,755+131.0% |
| Participant deferral / active EE | $5,967 | $4,849+23.1% | $4,084+46.1% | $6,713-11.1% |
| Admin fee / account holder | $291 | $6,947-95.8% | $5,647-94.9% | $11,407-97.5% |