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 | $89,534 | $198,457-54.9% | $170,435-47.5% | $147,586-39.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.35% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $16,234 | $6,183+162.6% | $5,432+198.8% | $4,876+232.9% |
| Participant deferral / active EE | $9,189 | $5,629+63.2% | $4,939+86.0% | $5,439+69.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |