Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,065 | $112,099+17.8% | $95,954+37.6% | $158,931-16.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 331.31% | 171.12%+160.2pp | 91.62%+239.7pp | 302.86%+28.4pp |
| Employer contribution / active EE | $11,185 | $3,198+249.7% | $2,541+340.2% | $4,761+134.9% |
| Participant deferral / active EE | $9,566 | $4,784+100.0% | $4,167+129.6% | $5,982+59.9% |
| Admin fee / account holder | $72 | $10,132-99.3% | $6,796-98.9% | $11,247-99.4% |