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 | $200,430 | $171,867+16.6% | $149,716+33.9% | $147,585+35.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.95% | 2113.36%-2095.4pp | 1501.67%-1483.7pp | 578.58%-560.6pp |
| Employer contribution / active EE | $12,700 | $6,275+102.4% | $5,444+133.3% | $4,876+160.4% |
| Participant deferral / active EE | $11,731 | $7,270+61.4% | $6,568+78.6% | $5,439+115.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |