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 | $167,270 | $96,419+73.5% | $80,648+107.4% | $139,487+19.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 1235.83% | 1352.86%-117.0pp | 937.21%+298.6pp | 373.84%+862.0pp |
| Employer contribution / active EE | $13,411 | $3,261+311.2% | $2,724+392.4% | $4,755+182.1% |
| Participant deferral / active EE | $8,023 | $5,225+53.5% | $4,443+80.6% | $6,713+19.5% |
| Admin fee / account holder | $63 | $6,605-99.1% | $5,382-98.8% | $11,407-99.5% |