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 | $52,928 | $198,457-73.3% | $170,435-68.9% | $147,586-64.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.62% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $8,917 | $6,183+44.2% | $5,432+64.2% | $4,876+82.9% |
| Participant deferral / active EE | $4,356 | $5,629-22.6% | $4,939-11.8% | $5,439-19.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |