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 | $120,430 | $129,737-7.2% | $119,126+1.1% | $154,746-22.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.87% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $12,484 | $4,375+185.4% | $4,034+209.5% | $4,379+185.1% |
| Participant deferral / active EE | $10,682 | $5,842+82.9% | $5,318+100.9% | $6,730+58.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |