Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,935 | $134,817+70.6% | $123,973+85.5% | $155,188+48.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 17.98% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $12,509 | $4,425+182.7% | $4,126+203.2% | $4,248+194.5% |
| Participant deferral / active EE | $12,300 | $5,706+115.6% | $5,247+134.4% | $6,531+88.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |