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 | $129,008 | $113,935+13.2% | $94,224+36.9% | $125,393+2.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3784.04% | 5.29%+3778.8pp | 10.68%+3773.4pp | 282.23%+3501.8pp |
| Employer contribution / active EE | $3,128 | $4,727-33.8% | $3,587-12.8% | $4,866-35.7% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,351+124.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |