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 | $195,485 | $202,345-3.4% | $172,755+13.2% | $152,885+27.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.31% | 1029.77%-1001.5pp | 802.94%-774.6pp | 345.39%-317.1pp |
| Employer contribution / active EE | $2,025 | $5,858-65.4% | $5,144-60.6% | $4,763-57.5% |
| Participant deferral / active EE | $2,933 | $5,948-50.7% | $5,198-43.6% | $5,851-49.9% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |