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 | $56,834 | $209,405-72.9% | $178,486-68.2% | $158,931-64.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.94% | 188.77%-175.8pp | 151.08%-138.1pp | 302.86%-289.9pp |
| Employer contribution / active EE | $20,486 | $5,707+259.0% | $5,011+308.8% | $4,761+330.2% |
| Participant deferral / active EE | $5,131 | $5,954-13.8% | $5,202-1.4% | $5,982-14.2% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |