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 | $157,822 | $111,785+41.2% | $93,669+68.5% | $145,877+8.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.59% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $9,574 | $3,096+209.3% | $2,424+295.1% | $4,663+105.3% |
| Participant deferral / active EE | $10,711 | $4,919+117.8% | $4,416+142.6% | $6,691+60.1% |
| Admin fee / account holder | $25 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |