Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,688 | $201,372-35.6% | $184,260-29.6% | $145,884-11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 79.28% | 29.04%+50.2pp | 28.84%+50.4pp | 551.85%-472.6pp |
| Employer contribution / active EE | $6,735 | $7,024-4.1% | $6,427+4.8% | $4,662+44.4% |
| Participant deferral / active EE | $10,918 | $9,808+11.3% | $9,133+19.5% | $6,690+63.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |