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 | $185,333 | $209,874-11.7% | $189,537-2.2% | $167,536+10.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.48% | 748.61%-736.1pp | 555.34%-542.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $5,287 | $6,913-23.5% | $6,161-14.2% | $4,839+9.3% |
| Participant deferral / active EE | $6,705 | $8,934-24.9% | $8,220-18.4% | $6,342+5.7% |
| Admin fee / account holder | $1 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |