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 | $166,627 | $169,161-1.5% | $129,295+28.9% | $145,959+14.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.26% | 14348.07%-14335.8pp | 9429.28%-9417.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $14,348 | $5,543+158.8% | $4,157+245.1% | $4,661+207.8% |
| Participant deferral / active EE | $10,300 | $4,989+106.4% | $4,169+147.0% | $6,689+54.0% |
| Admin fee / account holder | $22 | $9,878-99.8% | $7,665-99.7% | $13,398-99.8% |