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 | $140,338 | $171,867-18.3% | $149,716-6.3% | $147,585-4.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.18% | 2113.36%-2090.2pp | 1501.67%-1478.5pp | 578.58%-555.4pp |
| Employer contribution / active EE | $11,009 | $6,275+75.5% | $5,444+102.2% | $4,876+125.8% |
| Participant deferral / active EE | $9,548 | $7,270+31.3% | $6,568+45.4% | $5,439+75.6% |
| Admin fee / account holder | $255 | $13,799-98.2% | $11,282-97.7% | $10,886-97.7% |