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 | $128,158 | $72,465+76.9% | $67,575+89.7% | $145,884-12.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.41% | 7222.56%-7213.1pp | 3528.98%-3519.6pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,858 | $3,074-7.0% | $2,736+4.5% | $4,662-38.7% |
| Participant deferral / active EE | $19,375 | $4,786+304.9% | $4,003+384.0% | $6,690+189.6% |
| Admin fee / account holder | $20 | $5,515-99.6% | $3,993-99.5% | $13,392-99.9% |