Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,724 | $176,120-20.7% | $159,487-12.4% | $167,553-16.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 331.95%-319.3pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $8,029 | $5,299+51.5% | $4,831+66.2% | $4,840+65.9% |
| Participant deferral / active EE | $8,439 | $7,752+8.9% | $7,354+14.8% | $6,343+33.1% |
| Admin fee / account holder | $68 | $12,561-99.5% | $10,804-99.4% | $12,316-99.4% |