Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,593 | $201,370-17.8% | $184,256-10.1% | $145,897+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 92.95% | 29.05%+63.9pp | 28.85%+64.1pp | 552.29%-459.3pp |
| Employer contribution / active EE | $50,473 | $7,024+618.6% | $6,427+685.3% | $4,663+982.5% |
| Participant deferral / active EE | $10,000 | $9,808+2.0% | $9,133+9.5% | $6,689+49.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |