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 | $227,754 | $169,336+34.5% | $129,384+76.0% | $145,884+56.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.65% | 14408.70%-14396.1pp | 9461.77%-9449.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,360 | $5,540-21.3% | $4,153+5.0% | $4,662-6.5% |
| Participant deferral / active EE | $10,770 | $4,985+116.1% | $4,166+158.5% | $6,690+61.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |