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 | $122,845 | $109,967+11.7% | $97,197+26.4% | $145,877-15.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 244.27%-232.1pp | 75.47%-63.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $17,343 | $3,077+463.7% | $2,723+537.0% | $4,663+271.9% |
| Participant deferral / active EE | $9,271 | $4,676+98.2% | $4,263+117.5% | $6,691+38.6% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |