Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,670 | $96,388+125.8% | $80,627+170.0% | $139,466+56.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.58% | 1352.08%-1336.5pp | 936.76%-921.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $7,021 | $3,260+115.4% | $2,723+157.9% | $4,754+47.7% |
| Participant deferral / active EE | $30,000 | $5,224+474.2% | $4,443+575.2% | $6,712+347.0% |
| Admin fee / account holder | $33 | $6,603-99.5% | $5,381-99.4% | $11,409-99.7% |