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 | $117,348 | $150,447-22.0% | $136,298-13.9% | $147,586-20.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.73% | 1049.15%-1025.4pp | 5156.27%-5132.5pp | 578.59%-554.9pp |
| Employer contribution / active EE | $10,230 | $5,256+94.6% | $4,696+117.9% | $4,876+109.8% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $271 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |