Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,154 | $95,188+23.1% | $76,518+53.1% | $135,379-13.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 161.41% | 4.85%+156.6pp | -0.27%+161.7pp | 519.79%-358.4pp |
| Employer contribution / active EE | $13,989 | $3,303+323.6% | $2,647+428.4% | $4,779+192.7% |
| Participant deferral / active EE | $15,549 | $4,640+235.1% | $3,836+305.4% | $5,609+177.2% |
| Admin fee / account holder | $11 | $6,249-99.8% | $4,849-99.8% | $10,828-99.9% |