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 | $111,187 | $171,867-35.3% | $149,721-25.7% | $147,586-24.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.69% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $9,745 | $6,275+55.3% | $5,444+79.0% | $4,876+99.8% |
| Participant deferral / active EE | $17,517 | $7,270+140.9% | $6,568+166.7% | $5,439+222.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |