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 | $150,109 | $209,874-28.5% | $189,537-20.8% | $167,536-10.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.11% | 748.61%-729.5pp | 555.34%-536.2pp | 478.82%-459.7pp |
| Employer contribution / active EE | $10,365 | $6,913+49.9% | $6,161+68.2% | $4,839+114.2% |
| Participant deferral / active EE | $15,838 | $8,934+77.3% | $8,220+92.7% | $6,342+149.7% |
| Admin fee / account holder | $219 | $14,299-98.5% | $12,048-98.2% | $12,315-98.2% |