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 | $87,731 | $209,428-58.1% | $178,498-50.9% | $158,950-44.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.06% | 188.78%-170.7pp | 151.09%-133.0pp | 302.91%-284.9pp |
| Employer contribution / active EE | $20,018 | $5,707+250.7% | $5,011+299.5% | $4,762+320.4% |
| Participant deferral / active EE | $20,206 | $5,955+239.3% | $5,202+288.4% | $5,983+237.7% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |