Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,012 | $88,815+25.0% | $81,882+35.6% | $145,897-23.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 33.45% | 1033.75%-1000.3pp | 779.47%-746.0pp | 552.29%-518.8pp |
| Employer contribution / active EE | $5,488 | $3,086+77.8% | $2,916+88.2% | $4,663+17.7% |
| Participant deferral / active EE | $7,719 | $4,647+66.1% | $4,323+78.5% | $6,689+15.4% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |