Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,617 | $165,361-35.5% | $149,715-28.8% | $158,950-32.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.36% | 348.24%-333.9pp | 276.66%-262.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $27,150 | $5,103+432.0% | $4,645+484.5% | $4,762+470.1% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,842+42.5% | $5,983+63.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |