Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,959 | $160,040+23.7% | $147,096+34.6% | $145,877+35.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 947.95% | 98.49%+849.5pp | 419.75%+528.2pp | 551.28%+396.7pp |
| Employer contribution / active EE | $4,673 | $5,289-11.7% | $4,936-5.3% | $4,663+0.2% |
| Participant deferral / active EE | $10,000 | $8,429+18.6% | $8,071+23.9% | $6,691+49.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |