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 | $226,072 | $169,161+33.6% | $129,295+74.9% | $145,959+54.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.14% | 14348.07%-14335.9pp | 9429.28%-9417.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $17,394 | $5,543+213.8% | $4,157+318.4% | $4,661+273.2% |
| Participant deferral / active EE | $10,167 | $4,989+103.8% | $4,169+143.9% | $6,689+52.0% |
| Admin fee / account holder | $45 | $9,878-99.5% | $7,665-99.4% | $13,398-99.7% |