Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,151 | $100,041+79.1% | $149,718+19.7% | $70,131+155.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 30.41% | 27.43%+3.0pp | 1501.70%-1471.3pp | 73.14%-42.7pp |
| Employer contribution / active EE | $7,937 | $3,662+116.8% | $5,444+45.8% | $2,342+238.8% |
| Participant deferral / active EE | $11,834 | $4,983+137.5% | $6,568+80.2% | $3,332+255.2% |
| Admin fee / account holder | $44 | $8,286-99.5% | $11,283-99.6% | $4,645-99.0% |