Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,894 | $88,754+30.6% | $81,820+41.6% | $145,877-20.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.67% | 1031.77%-1017.1pp | 777.93%-763.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $11,112 | $3,085+260.1% | $2,915+281.2% | $4,663+138.3% |
| Participant deferral / active EE | $24,060 | $4,648+417.7% | $4,323+456.6% | $6,691+259.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |