Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,406 | $150,447-51.2% | $136,298-46.1% | $147,586-50.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.34% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $22,134 | $5,256+321.1% | $4,696+371.4% | $4,876+353.9% |
| Participant deferral / active EE | $20,176 | $6,631+204.3% | $6,247+223.0% | $5,439+271.0% |
| Admin fee / account holder | $122 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |