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 | $146,118 | $99,011+47.6% | $86,582+68.8% | $147,586-1.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.24% | 1312.75%-1288.5pp | 965.08%-940.8pp | 578.59%-554.4pp |
| Employer contribution / active EE | $5,330 | $3,132+70.2% | $2,839+87.7% | $4,876+9.3% |
| Participant deferral / active EE | $9,160 | $3,972+130.6% | $3,609+153.9% | $5,439+68.4% |
| Admin fee / account holder | $2 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |