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 | $121,810 | $162,821-25.2% | $133,978-9.1% | $158,982-23.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 51.54% | 41.95%+9.6pp | 45.10%+6.4pp | 302.99%-251.4pp |
| Employer contribution / active EE | $20,269 | $4,976+307.3% | $3,919+417.2% | $4,763+325.6% |
| Participant deferral / active EE | $8,333 | $5,910+41.0% | $5,047+65.1% | $5,983+39.3% |
| Admin fee / account holder | $1 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |