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 | $42,584 | $171,867-75.2% | $149,721-71.6% | $147,586-71.1% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.1pp | 82.8%+11.3pp |
| Annual return | 141.31% | 2113.36%-1972.1pp | 1501.67%-1360.4pp | 578.59%-437.3pp |
| Employer contribution / active EE | $12,948 | $6,275+106.4% | $5,444+137.8% | $4,876+165.5% |
| Participant deferral / active EE | $9,529 | $7,270+31.1% | $6,568+45.1% | $5,439+75.2% |
| Admin fee / account holder | $45 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |