Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,676 | $202,342-29.0% | $172,753-16.8% | $152,909-6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.09% | 1029.88%-1003.8pp | 803.00%-776.9pp | 345.46%-319.4pp |
| Employer contribution / active EE | $13,404 | $5,857+128.8% | $5,144+160.6% | $4,764+181.4% |
| Participant deferral / active EE | $18,608 | $5,948+212.8% | $5,198+258.0% | $5,851+218.0% |
| Admin fee / account holder | $199 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |