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 | $163,503 | $106,008+54.2% | $92,240+77.3% | $147,586+10.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.24% | 50.05%-36.8pp | 176.29%-163.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $5,356 | $4,333+23.6% | $3,680+45.6% | $4,876+9.8% |
| Participant deferral / active EE | $9,326 | $4,478+108.3% | $3,897+139.3% | $5,439+71.5% |
| Admin fee / account holder | $110 | $6,333-98.3% | $5,194-97.9% | $10,886-99.0% |