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 | $205,655 | $217,432-5.4% | $185,849+10.7% | $167,536+22.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $19,874 | $5,875+238.3% | $5,169+284.5% | $4,839+310.7% |
| Participant deferral / active EE | $13,863 | $6,357+118.1% | $5,569+148.9% | $6,342+118.6% |
| Admin fee / account holder | $88 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |