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 | $176,014 | $183,516-4.1% | $155,534+13.2% | $145,884+20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.11% | 61.43%-15.3pp | 64.92%-18.8pp | 551.85%-505.7pp |
| Employer contribution / active EE | $3,375 | $5,315-36.5% | $4,675-27.8% | $4,662-27.6% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,630+170.9% | $6,690+128.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |