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 | $166,935 | $99,011+68.6% | $86,582+92.8% | $147,586+13.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.00% | 1312.75%-1294.8pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $6,744 | $3,132+115.3% | $2,839+137.5% | $4,876+38.3% |
| Participant deferral / active EE | $12,352 | $3,972+210.9% | $3,609+242.3% | $5,439+127.1% |
| Admin fee / account holder | $69 | $5,709-98.8% | $4,904-98.6% | $10,886-99.4% |