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 | $196,064 | $109,411+79.2% | $89,435+119.2% | $158,982+23.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.39% | 345.68%-334.3pp | 245.55%-234.2pp | 302.99%-291.6pp |
| Employer contribution / active EE | $10,847 | $3,173+241.9% | $2,587+319.3% | $4,763+127.8% |
| Participant deferral / active EE | $5,567 | $4,600+21.0% | $3,890+43.1% | $5,983-7.0% |
| Admin fee / account holder | $185 | $6,159-97.0% | $4,884-96.2% | $11,252-98.4% |