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 | $139,425 | $107,353+29.9% | $92,903+50.1% | $152,885-8.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4666.34% | 145.62%+4520.7pp | 109.43%+4556.9pp | 345.39%+4320.9pp |
| Employer contribution / active EE | $4,807 | $4,222+13.9% | $3,653+31.6% | $4,763+0.9% |
| Participant deferral / active EE | $2,000 | $4,848-58.7% | $4,238-52.8% | $5,851-65.8% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |