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 | $195,226 | $138,075+41.4% | $123,552+58.0% | $135,379+44.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.62% | 153.70%-152.1pp | 119.20%-117.6pp | 519.79%-518.2pp |
| Employer contribution / active EE | $18,932 | $5,152+267.5% | $4,628+309.1% | $4,779+296.2% |
| Participant deferral / active EE | $11,249 | $6,800+65.4% | $6,426+75.1% | $5,609+100.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |