Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,852 | $160,040+29.9% | $147,096+41.3% | $145,877+42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $18,691 | $5,289+253.4% | $4,936+278.7% | $4,663+300.8% |
| Participant deferral / active EE | $16,521 | $8,429+96.0% | $8,071+104.7% | $6,691+146.9% |
| Admin fee / account holder | $200 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |