Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,158 | $121,677+66.1% | $104,625+93.2% | $158,966+27.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 38.03% | 465.58%-427.6pp | 340.60%-302.6pp | 302.95%-264.9pp |
| Employer contribution / active EE | $12,667 | $3,165+300.2% | $2,681+372.4% | $4,762+166.0% |
| Participant deferral / active EE | $21,667 | $4,175+418.9% | $3,738+479.7% | $5,983+262.1% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |