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 | $118,793 | $217,432-45.4% | $185,849-36.1% | $167,536-29.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.86% | 148.42%-132.6pp | 122.10%-106.2pp | 478.82%-463.0pp |
| Employer contribution / active EE | $9,609 | $5,875+63.6% | $5,169+85.9% | $4,839+98.6% |
| Participant deferral / active EE | $7,372 | $6,357+16.0% | $5,569+32.4% | $6,342+16.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |