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 | $216,172 | $96,643+123.7% | $86,617+149.6% | $139,456+55.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.01% | 106.57%-87.6pp | 591.91%-572.9pp | 373.45%-354.4pp |
| Employer contribution / active EE | $7,694 | $3,264+135.7% | $3,023+154.5% | $4,753+61.9% |
| Participant deferral / active EE | $18,500 | $4,835+282.6% | $4,437+316.9% | $6,711+175.7% |
| Admin fee / account holder | $20 | $6,406-99.7% | $5,613-99.6% | $11,407-99.8% |