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 | $179,363 | $96,678+85.5% | $86,640+107.0% | $139,466+28.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.93% | 106.69%-87.8pp | 592.52%-573.6pp | 373.66%-354.7pp |
| Employer contribution / active EE | $22,500 | $3,265+589.0% | $3,024+644.0% | $4,754+373.3% |
| Participant deferral / active EE | $24,680 | $4,837+410.3% | $4,438+456.1% | $6,712+267.7% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |