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 | $170,320 | $171,867-0.9% | $149,721+13.8% | $147,586+15.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.90% | 2113.36%-2095.5pp | 1501.67%-1483.8pp | 578.59%-560.7pp |
| Employer contribution / active EE | $11,511 | $6,275+83.5% | $5,444+111.4% | $4,876+136.1% |
| Participant deferral / active EE | $20,000 | $7,270+175.1% | $6,568+204.5% | $5,439+267.7% |
| Admin fee / account holder | $32 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |