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 | $236,954 | $202,342+17.1% | $172,753+37.2% | $152,909+55.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.44% | 1029.88%-1001.4pp | 803.00%-774.6pp | 345.46%-317.0pp |
| Employer contribution / active EE | $8,719 | $5,857+48.9% | $5,144+69.5% | $4,764+83.0% |
| Participant deferral / active EE | $9,935 | $5,948+67.0% | $5,198+91.1% | $5,851+69.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |