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 | $206,919 | $176,077+17.5% | $159,455+29.8% | $167,518+23.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.33% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,370 | $5,298-74.1% | $4,830-71.6% | $4,838-71.7% |
| Participant deferral / active EE | $9,436 | $7,751+21.7% | $7,353+28.3% | $6,342+48.8% |
| Admin fee / account holder | $50 | $12,556-99.6% | $10,800-99.5% | $12,312-99.6% |