Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,870 | $198,457-47.2% | $170,435-38.5% | $147,586-28.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.40% | 257.30%-227.9pp | 205.94%-176.5pp | 578.59%-549.2pp |
| Employer contribution / active EE | $30,000 | $6,183+385.2% | $5,432+452.2% | $4,876+515.2% |
| Participant deferral / active EE | $18,000 | $5,629+219.8% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $142 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |