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 | $184,921 | $176,120+5.0% | $159,487+15.9% | $167,553+10.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.80% | 331.95%-315.1pp | 263.71%-246.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $18,326 | $5,299+245.8% | $4,831+279.3% | $4,840+278.7% |
| Participant deferral / active EE | $10,438 | $7,752+34.7% | $7,354+41.9% | $6,343+64.6% |
| Admin fee / account holder | $275 | $12,561-97.8% | $10,804-97.5% | $12,316-97.8% |