Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,133 | $160,028+20.7% | $147,080+31.3% | $145,884+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.82% | 98.60%-72.8pp | 420.17%-394.3pp | 551.85%-526.0pp |
| Employer contribution / active EE | $1,233 | $5,286-76.7% | $4,933-75.0% | $4,662-73.6% |
| Participant deferral / active EE | $12,125 | $8,422+44.0% | $8,066+50.3% | $6,690+81.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |