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 | $108,373 | $88,702+22.2% | $81,780+32.5% | $145,978-25.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1029.12%-1016.1pp | 776.27%-763.3pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,187 | $3,084+3.3% | $2,914+9.4% | $4,662-31.6% |
| Participant deferral / active EE | $16,593 | $4,645+257.2% | $4,321+284.0% | $6,690+148.0% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |