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 | $223,133 | $88,815+151.2% | $81,882+172.5% | $145,897+52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.07% | 1033.75%-1020.7pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,505 | $3,086+13.6% | $2,916+20.2% | $4,663-24.8% |
| Participant deferral / active EE | $7,569 | $4,647+62.9% | $4,323+75.1% | $6,689+13.1% |
| Admin fee / account holder | $144 | $8,434-98.3% | $7,360-98.0% | $13,390-98.9% |