Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,441 | $114,093+49.4% | $96,171+77.2% | $167,536+1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.17% | 190.00%-175.8pp | 192.04%-177.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,913 | $3,429-44.2% | $2,799-31.6% | $4,839-60.5% |
| Participant deferral / active EE | $17,773 | $5,197+242.0% | $4,350+308.6% | $6,342+180.2% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |