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 | $163,273 | $171,867-5.0% | $149,721+9.1% | $147,586+10.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.72% | 2113.36%-2096.6pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $15,418 | $6,275+145.7% | $5,444+183.2% | $4,876+216.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $77 | $13,799-99.4% | $11,282-99.3% | $10,886-99.3% |