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 | $172,365 | $88,815+94.1% | $81,882+110.5% | $145,897+18.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.89% | 1033.75%-1014.9pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $8,153 | $3,086+164.2% | $2,916+179.6% | $4,663+74.9% |
| Participant deferral / active EE | $14,939 | $4,647+221.5% | $4,323+245.6% | $6,689+123.3% |
| Admin fee / account holder | $28 | $8,434-99.7% | $7,360-99.6% | $13,390-99.8% |