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 | $189,624 | $149,040+27.2% | $120,225+57.7% | $137,256+38.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.57% | 605.68%-592.1pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $796 | $4,350-81.7% | $3,475-77.1% | $4,156-80.8% |
| Participant deferral / active EE | $10,000 | $4,655+114.8% | $3,999+150.1% | $6,407+56.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |