Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,333 | $175,231+2.3% | $149,696+19.8% | $139,466+28.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $26,301 | $5,478+380.1% | $4,821+445.6% | $4,754+453.2% |
| Participant deferral / active EE | $12,460 | $6,521+91.1% | $5,682+119.3% | $6,712+85.6% |
| Admin fee / account holder | $27 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |