Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,305 | $210,698+18.3% | $178,014+40.0% | $145,959+70.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.91% | 386.27%-378.4pp | 294.80%-286.9pp | 561.95%-554.0pp |
| Employer contribution / active EE | $4,701 | $4,567+2.9% | $3,950+19.0% | $4,661+0.9% |
| Participant deferral / active EE | $12,205 | $6,958+75.4% | $6,276+94.5% | $6,689+82.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |