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 | $129,002 | $107,341+20.2% | $92,897+38.9% | $152,870-15.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.66% | 145.59%-125.9pp | 109.42%-89.8pp | 345.34%-325.7pp |
| Employer contribution / active EE | $10,357 | $4,221+145.3% | $3,653+183.5% | $4,763+117.4% |
| Participant deferral / active EE | $5,513 | $4,847+13.7% | $4,238+30.1% | $5,850-5.8% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |