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 | $194,117 | $184,000+5.5% | $162,185+19.7% | $152,909+26.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.76% | 150.80%-128.0pp | 115.61%-92.9pp | 345.46%-322.7pp |
| Employer contribution / active EE | $9,199 | $6,370+44.4% | $5,613+63.9% | $4,764+93.1% |
| Participant deferral / active EE | $5,169 | $8,033-35.7% | $7,297-29.2% | $5,851-11.7% |
| Admin fee / account holder | $268 | $13,124-98.0% | $10,844-97.5% | $11,601-97.7% |