Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,270 | $175,231-81.6% | $149,696-78.4% | $139,466-76.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 70.37% | 166.77%-96.4pp | 134.46%-64.1pp | 373.66%-303.3pp |
| Employer contribution / active EE | $8,748 | $5,478+59.7% | $4,821+81.5% | $4,754+84.0% |
| Participant deferral / active EE | $12,825 | $6,521+96.7% | $5,682+125.7% | $6,712+91.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |