Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,965 | $169,161-22.0% | $129,295+2.1% | $145,959-9.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 65.48% | 14348.07%-14282.6pp | 9429.28%-9363.8pp | 561.95%-496.5pp |
| Employer contribution / active EE | $3,489 | $5,543-37.1% | $4,157-16.1% | $4,661-25.1% |
| Participant deferral / active EE | $20,954 | $4,989+320.0% | $4,169+402.6% | $6,689+213.3% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |