Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,944 | $99,017+80.7% | $86,587+106.7% | $147,585+21.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.54% | 1312.37%-1292.8pp | 964.86%-945.3pp | 578.56%-559.0pp |
| Employer contribution / active EE | $7,246 | $3,132+131.4% | $2,839+155.2% | $4,876+48.6% |
| Participant deferral / active EE | $5,365 | $3,972+35.1% | $3,609+48.7% | $5,439-1.4% |
| Admin fee / account holder | $18 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |