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 | $153,245 | $150,447+1.9% | $136,298+12.4% | $147,586+3.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.12% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.5pp |
| Employer contribution / active EE | $4,119 | $5,256-21.6% | $4,696-12.3% | $4,876-15.5% |
| Participant deferral / active EE | $4,381 | $6,631-33.9% | $6,247-29.9% | $5,439-19.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |