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 | $207,723 | $180,749+14.9% | $160,784+29.2% | $137,256+51.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.09% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $11,016 | $4,155+165.1% | $3,733+195.1% | $4,156+165.0% |
| Participant deferral / active EE | $8,157 | $6,844+19.2% | $6,293+29.6% | $6,407+27.3% |
| Admin fee / account holder | $1 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |