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 | $119,995 | $125,389-4.3% | $279,946-57.1% | $125,389-4.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 197.83% | 282.24%-84.4pp | 5.50%+192.3pp | 282.24%-84.4pp |
| Employer contribution / active EE | $18,442 | $4,866+279.0% | $4,807+283.6% | $4,866+279.0% |
| Participant deferral / active EE | $14,433 | $5,352+169.7% | $6,085+137.2% | $5,352+169.7% |
| Admin fee / account holder | $0 | $9,541-100.0% | $13,889-100.0% | $9,541-100.0% |