Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,293 | $209,840-54.1% | $189,517-49.2% | $167,497-42.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.38% | 748.35%-733.0pp | 555.19%-539.8pp | 478.62%-463.2pp |
| Employer contribution / active EE | $4,221 | $6,914-39.0% | $6,162-31.5% | $4,838-12.8% |
| Participant deferral / active EE | $5,400 | $8,935-39.6% | $8,221-34.3% | $6,341-14.8% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |