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 | $181,962 | $138,078+31.8% | $125,363+45.1% | $134,509+35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.80% | 750.49%-747.7pp | 572.15%-569.3pp | 418.13%-415.3pp |
| Employer contribution / active EE | $13,950 | $5,245+166.0% | $4,815+189.7% | $4,741+194.3% |
| Participant deferral / active EE | $11,667 | $7,800+49.6% | $7,447+56.7% | $6,400+82.3% |
| Admin fee / account holder | $239 | $11,566-97.9% | $10,005-97.6% | $11,427-97.9% |