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 | $185,849 | $226,135-17.8% | $182,558+1.8% | $152,909+21.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.75% | 192.60%-168.8pp | 148.59%-124.8pp | 345.46%-321.7pp |
| Employer contribution / active EE | $15,386 | $4,979+209.0% | $4,076+277.5% | $4,764+223.0% |
| Participant deferral / active EE | $14,962 | $6,371+134.9% | $5,526+170.8% | $5,851+155.7% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |