Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,152 | $209,874-26.6% | $189,537-18.7% | $167,536-8.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 61.35% | 748.61%-687.3pp | 555.34%-494.0pp | 478.82%-417.5pp |
| Employer contribution / active EE | $5,012 | $6,913-27.5% | $6,161-18.7% | $4,839+3.6% |
| Participant deferral / active EE | $35,450 | $8,934+296.8% | $8,220+331.3% | $6,342+458.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |