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 | $216,426 | $88,754+143.8% | $81,820+164.5% | $145,877+48.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.27% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $22,500 | $3,085+629.2% | $2,915+671.9% | $4,663+382.5% |
| Participant deferral / active EE | $28,050 | $4,648+503.5% | $4,323+548.9% | $6,691+319.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |