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 | $96,173 | $202,342-52.5% | $172,753-44.3% | $152,909-37.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.15% | 1029.88%-1014.7pp | 803.00%-787.9pp | 345.46%-330.3pp |
| Employer contribution / active EE | $6,663 | $5,857+13.7% | $5,144+29.5% | $4,764+39.9% |
| Participant deferral / active EE | $21,000 | $5,948+253.1% | $5,198+304.0% | $5,851+258.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |