Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,061 | $100,895+4.1% | $90,430+16.2% | $158,950-33.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 48.69% | 1725.54%-1676.9pp | 1293.73%-1245.0pp | 302.91%-254.2pp |
| Employer contribution / active EE | $16,000 | $3,689+333.8% | $3,262+390.5% | $4,762+236.0% |
| Participant deferral / active EE | $18,500 | $4,347+325.6% | $3,963+366.9% | $5,983+209.2% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |