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 | $95,433 | $197,637-51.7% | $177,848-46.3% | $158,982-40.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 275.48% | 58.77%+216.7pp | 48.33%+227.2pp | 302.99%-27.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,943 | $8,405+65.9% | $7,714+80.7% | $5,983+133.0% |
| Admin fee / account holder | $261 | $15,406-98.3% | $12,431-97.9% | $11,252-97.7% |