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 | $140,297 | $202,342-30.7% | $172,752-18.8% | $152,897-8.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.81% | 1029.83%-1013.0pp | 802.97%-786.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $9,886 | $5,858+68.8% | $5,144+92.2% | $4,764+107.5% |
| Participant deferral / active EE | $8,526 | $5,948+43.3% | $5,198+64.0% | $5,851+45.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |