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 | $136,370 | $202,342-32.6% | $172,752-21.1% | $152,897-10.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.30% | 1029.83%-1008.5pp | 802.97%-781.7pp | 345.43%-324.1pp |
| Employer contribution / active EE | $5,996 | $5,858+2.4% | $5,144+16.6% | $4,764+25.9% |
| Participant deferral / active EE | $8,025 | $5,948+34.9% | $5,198+54.4% | $5,851+37.2% |
| Admin fee / account holder | $299 | $17,111-98.3% | $13,955-97.9% | $11,599-97.4% |