Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,116 | $109,372+13.5% | $89,414+38.8% | $158,966-21.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 41.89% | 345.55%-303.7pp | 245.50%-203.6pp | 302.95%-261.1pp |
| Employer contribution / active EE | $2,500 | $3,171-21.2% | $2,586-3.3% | $4,762-47.5% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,983+117.3% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |