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 | $237,829 | $175,259+35.7% | $149,723+58.8% | $139,487+70.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.46% | 166.82%-138.4pp | 134.50%-106.0pp | 373.84%-345.4pp |
| Employer contribution / active EE | $9,069 | $5,478+65.6% | $4,821+88.1% | $4,755+90.7% |
| Participant deferral / active EE | $20,997 | $6,522+222.0% | $5,682+269.5% | $6,713+212.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |