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 | $133,368 | $96,388+38.4% | $80,627+65.4% | $139,466-4.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.34% | 1352.08%-1333.7pp | 936.76%-918.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $7,735 | $3,260+137.3% | $2,723+184.1% | $4,754+62.7% |
| Participant deferral / active EE | $11,250 | $5,224+115.3% | $4,443+153.2% | $6,712+67.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |