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 | $212,258 | $103,008+106.1% | $90,304+135.0% | $152,897+38.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.32% | 95.22%-74.9pp | 78.13%-57.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $12,016 | $3,139+282.8% | $2,855+320.9% | $4,764+152.3% |
| Participant deferral / active EE | $10,514 | $4,281+145.6% | $3,885+170.6% | $5,851+79.7% |
| Admin fee / account holder | $3 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |