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 | $133,598 | $88,815+50.4% | $81,882+63.2% | $145,897-8.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.05% | 1033.75%-1020.7pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $6,329 | $3,086+105.1% | $2,916+117.0% | $4,663+35.7% |
| Participant deferral / active EE | $8,586 | $4,647+84.8% | $4,323+98.6% | $6,689+28.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |