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 | $231,260 | $135,956+70.1% | $123,894+86.7% | $273,972-15.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 99.80% | 56.63%+43.2pp | 47.52%+52.3pp | 41.46%+58.3pp |
| Employer contribution / active EE | $5,833 | $5,170+12.8% | $4,617+26.3% | $4,869+19.8% |
| Participant deferral / active EE | $8,262 | $6,343+30.3% | $5,984+38.1% | $5,287+56.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |