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 | $127,751 | $209,425-39.0% | $178,499-28.4% | $158,966-19.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.35% | 188.80%-152.4pp | 151.10%-114.8pp | 302.95%-266.6pp |
| Employer contribution / active EE | $11,622 | $5,707+103.6% | $5,011+131.9% | $4,762+144.0% |
| Participant deferral / active EE | $6,891 | $5,955+15.7% | $5,202+32.5% | $5,983+15.2% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |