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 | $116,141 | $78,197+48.5% | $98,090+18.4% | $82,637+40.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 252.03% | 40.25%+211.8pp | 37.05%+215.0pp | 53.51%+198.5pp |
| Employer contribution / active EE | $4,416 | $2,605+69.5% | $3,606+22.4% | $2,552+73.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,845-100.0% | $4,126-100.0% |
| Admin fee / account holder | $277 | $14,832-98.1% | $11,815-97.7% | $7,339-96.2% |