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 | $164,295 | $165,399-0.7% | $149,745+9.7% | $158,982+3.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.83% | 348.34%-315.5pp | 276.72%-243.9pp | 302.99%-270.2pp |
| Employer contribution / active EE | $7,162 | $5,105+40.3% | $4,646+54.2% | $4,763+50.4% |
| Participant deferral / active EE | $6,366 | $7,183-11.4% | $6,843-7.0% | $5,983+6.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |