Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,744 | $176,786-0.6% | $146,643+19.8% | $167,536+4.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 853.75% | 24.04%+829.7pp | 22.75%+831.0pp | 478.82%+374.9pp |
| Employer contribution / active EE | $16,392 | $5,161+217.6% | $4,137+296.2% | $4,839+238.7% |
| Participant deferral / active EE | $3,250 | $6,440-49.5% | $5,506-41.0% | $6,342-48.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |