Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,566 | $171,867-16.5% | $149,721-4.1% | $147,586-2.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.87% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $27,375 | $6,275+336.3% | $5,444+402.8% | $4,876+461.4% |
| Participant deferral / active EE | $21,000 | $7,270+188.9% | $6,568+219.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |