Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,218 | $185,905+7.7% | $170,057+17.7% | $139,487+43.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.49% | 60.56%-49.1pp | 53.42%-41.9pp | 373.84%-362.3pp |
| Employer contribution / active EE | $7,593 | $7,597-0.1% | $6,790+11.8% | $4,755+59.7% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $48 | $15,397-99.7% | $12,826-99.6% | $11,407-99.6% |