Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,062 | $109,344+32.7% | $89,400+62.3% | $158,950-8.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.29% | 345.73%-334.4pp | 245.64%-234.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $8,000 | $3,170+152.3% | $2,586+209.4% | $4,762+68.0% |
| Participant deferral / active EE | $26,000 | $4,599+465.3% | $3,890+568.3% | $5,983+334.6% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |