Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,527 | $150,446+11.4% | $136,297+22.9% | $147,585+13.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.56% | 1049.14%-1020.6pp | 5156.19%-5127.6pp | 578.58%-550.0pp |
| Employer contribution / active EE | $22,291 | $5,256+324.1% | $4,696+374.7% | $4,876+357.1% |
| Participant deferral / active EE | $10,500 | $6,631+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $19 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |