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 | $188,293 | $69,248+171.9% | $64,101+193.7% | $139,466+35.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.92% | 45.95%-31.0pp | 33.72%-18.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $16,263 | $3,185+410.7% | $2,749+491.7% | $4,754+242.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |