Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,835 | $202,342-82.8% | $172,752-79.8% | $152,897-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.58% | 1029.83%-1005.2pp | 802.97%-778.4pp | 345.43%-320.8pp |
| Employer contribution / active EE | $9,721 | $5,858+66.0% | $5,144+89.0% | $4,764+104.1% |
| Participant deferral / active EE | $4,084 | $5,948-31.3% | $5,198-21.4% | $5,851-30.2% |
| Admin fee / account holder | $40 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |