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 | $152,726 | $96,643+58.0% | $86,617+76.3% | $139,456+9.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.75% | 106.57%-92.8pp | 591.91%-578.2pp | 373.45%-359.7pp |
| Employer contribution / active EE | $9,139 | $3,264+180.0% | $3,023+202.3% | $4,753+92.3% |
| Participant deferral / active EE | $6,841 | $4,835+41.5% | $4,437+54.2% | $6,711+1.9% |
| Admin fee / account holder | $25 | $6,406-99.6% | $5,613-99.6% | $11,407-99.8% |