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 | $178,153 | $106,008+68.1% | $92,240+93.1% | $147,586+20.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.54% | 50.05%-36.5pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,653 | $4,333-38.8% | $3,680-27.9% | $4,876-45.6% |
| Participant deferral / active EE | $7,402 | $4,478+65.3% | $3,897+89.9% | $5,439+36.1% |
| Admin fee / account holder | $248 | $6,333-96.1% | $5,194-95.2% | $10,886-97.7% |