Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,251 | $183,988+32.8% | $162,177+50.6% | $152,897+59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.44% | 150.79%-129.3pp | 115.60%-94.2pp | 345.43%-324.0pp |
| Employer contribution / active EE | $21,169 | $6,370+232.3% | $5,613+277.1% | $4,764+344.4% |
| Participant deferral / active EE | $10,634 | $8,032+32.4% | $7,297+45.7% | $5,851+81.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |