Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,473 | $129,737+9.8% | $119,126+19.6% | $154,746-7.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.69% | 379.08%-360.4pp | 282.11%-263.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $24,710 | $4,375+464.8% | $4,034+512.6% | $4,379+464.3% |
| Participant deferral / active EE | $21,600 | $5,842+269.7% | $5,318+306.2% | $6,730+220.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |