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 | $241,840 | $124,175+94.8% | $108,405+123.1% | $167,536+44.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.66% | 1380.13%-1366.5pp | 905.55%-891.9pp | 478.82%-465.2pp |
| Employer contribution / active EE | $12,056 | $4,188+187.9% | $3,559+238.7% | $4,839+149.1% |
| Participant deferral / active EE | $12,088 | $6,908+75.0% | $6,563+84.2% | $6,342+90.6% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |