Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,814 | $197,637-75.3% | $177,848-72.6% | $158,982-69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 133.37% | 58.77%+74.6pp | 48.33%+85.0pp | 302.99%-169.6pp |
| Employer contribution / active EE | $12,333 | $6,698+84.1% | $5,919+108.4% | $4,763+159.0% |
| Participant deferral / active EE | $17,463 | $8,405+107.8% | $7,714+126.4% | $5,983+191.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |