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 | $155,835 | $100,911+54.4% | $90,440+72.3% | $158,966-2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 562.65% | 1726.62%-1164.0pp | 1294.38%-731.7pp | 302.95%+259.7pp |
| Employer contribution / active EE | $9,572 | $3,690+159.4% | $3,263+193.4% | $4,762+101.0% |
| Participant deferral / active EE | $13,263 | $4,348+205.0% | $3,964+234.6% | $5,983+121.7% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |