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 | $243,740 | $104,924+132.3% | $84,623+188.0% | $152,885+59.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 30.80% | 373.82%-343.0pp | 258.77%-228.0pp | 345.39%-314.6pp |
| Employer contribution / active EE | $36,500 | $3,302+1005.4% | $2,652+1276.1% | $4,763+666.3% |
| Participant deferral / active EE | $18,909 | $4,689+303.3% | $3,899+384.9% | $5,851+223.2% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |