Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,802 | $156,927-24.3% | $121,169-2.0% | $139,456-14.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 1475.85%-1462.7pp | 986.71%-973.6pp | 373.45%-360.3pp |
| Employer contribution / active EE | $4,970 | $5,542-10.3% | $4,168+19.2% | $4,753+4.6% |
| Participant deferral / active EE | $11,250 | $4,848+132.0% | $4,083+175.6% | $6,711+67.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |