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 | $173,331 | $90,607+91.3% | $79,467+118.1% | $135,380+28.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.60% | 977.74%-965.1pp | 718.30%-705.7pp | 519.81%-507.2pp |
| Employer contribution / active EE | $17,396 | $3,068+467.1% | $2,800+521.2% | $4,779+264.0% |
| Participant deferral / active EE | $12,800 | $4,050+216.0% | $3,704+245.6% | $5,609+128.2% |
| Admin fee / account holder | $109 | $5,895-98.1% | $5,104-97.9% | $10,828-99.0% |