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 | $119,616 | $99,031+20.8% | $86,597+38.1% | $147,585-19.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.26% | 1312.56%-1296.3pp | 964.96%-948.7pp | 578.57%-562.3pp |
| Employer contribution / active EE | $6,096 | $3,132+94.6% | $2,840+114.7% | $4,876+25.0% |
| Participant deferral / active EE | $2,846 | $3,972-28.4% | $3,609-21.1% | $5,439-47.7% |
| Admin fee / account holder | $250 | $5,711-95.6% | $4,906-94.9% | $10,885-97.7% |