Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,667 | $176,105-27.5% | $159,474-19.9% | $167,536-23.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.19% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $13,394 | $5,299+152.8% | $4,831+177.3% | $4,839+176.8% |
| Participant deferral / active EE | $11,763 | $7,751+51.7% | $7,353+60.0% | $6,342+85.5% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |