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 | $99,992 | $175,231-42.9% | $149,696-33.2% | $139,466-28.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.55% | 166.77%-143.2pp | 134.46%-110.9pp | 373.66%-350.1pp |
| Employer contribution / active EE | $19,077 | $5,478+248.3% | $4,821+295.7% | $4,754+301.3% |
| Participant deferral / active EE | $13,416 | $6,521+105.7% | $5,682+136.1% | $6,712+99.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |