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 | $189,543 | $180,459+5.0% | $154,108+23.0% | $135,380+40.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 102.15% | 888.21%-786.1pp | 735.21%-633.1pp | 519.81%-417.7pp |
| Employer contribution / active EE | $5,828 | $6,035-3.4% | $5,298+10.0% | $4,779+21.9% |
| Participant deferral / active EE | $2,273 | $5,806-60.8% | $5,081-55.3% | $5,609-59.5% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |