Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,439 | $183,592+22.2% | $155,567+44.3% | $145,959+53.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.5pp |
| Employer contribution / active EE | $19,937 | $5,315+275.1% | $4,674+326.5% | $4,661+327.7% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |