Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,627 | $169,356-1.6% | $129,406+28.8% | $145,897+14.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.26% | 14418.62%-14406.4pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $14,348 | $5,542+158.9% | $4,155+245.3% | $4,663+207.7% |
| Participant deferral / active EE | $10,300 | $4,987+106.6% | $4,167+147.2% | $6,689+54.0% |
| Admin fee / account holder | $22 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |