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 | $176,219 | $202,342-12.9% | $172,753+2.0% | $152,909+15.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.59% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $18,923 | $5,857+223.1% | $5,144+267.9% | $4,764+297.2% |
| Participant deferral / active EE | $18,800 | $5,948+216.1% | $5,198+261.7% | $5,851+221.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |