Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,177 | $165,381+46.4% | $149,730+61.7% | $158,966+52.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.32% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $4,680 | $5,104-8.3% | $4,645+0.7% | $4,762-1.7% |
| Participant deferral / active EE | $14,474 | $7,182+101.5% | $6,843+111.5% | $5,983+141.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |