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 | $94,189 | $160,059-41.2% | $140,019-32.7% | $135,380-30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 29.45% | 911.48%-882.0pp | 651.17%-621.7pp | 519.81%-490.4pp |
| Employer contribution / active EE | $21,241 | $6,420+230.9% | $5,605+278.9% | $4,779+344.5% |
| Participant deferral / active EE | $9,767 | $7,641+27.8% | $6,927+41.0% | $5,609+74.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |