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 | $206,516 | $209,874-1.6% | $189,537+9.0% | $167,536+23.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.20% | 748.61%-735.4pp | 555.34%-542.1pp | 478.82%-465.6pp |
| Employer contribution / active EE | $9,661 | $6,913+39.8% | $6,161+56.8% | $4,839+99.7% |
| Participant deferral / active EE | $8,000 | $8,934-10.5% | $8,220-2.7% | $6,342+26.1% |
| Admin fee / account holder | $86 | $14,299-99.4% | $12,048-99.3% | $12,315-99.3% |