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 | $243,994 | $82,630+195.3% | $64,105+280.6% | $125,389+94.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.63% | 1489.72%-1488.1pp | 791.24%-789.6pp | 282.24%-280.6pp |
| Employer contribution / active EE | $6,667 | $2,671+149.6% | $1,820+266.3% | $4,866+37.0% |
| Participant deferral / active EE | $7,200 | $3,608+99.5% | $2,822+155.2% | $5,352+34.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |