Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,041 | $185,883+3.9% | $170,043+13.5% | $139,466+38.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 359.78% | 60.54%+299.2pp | 53.40%+306.4pp | 373.66%-13.9pp |
| Employer contribution / active EE | $32,573 | $7,596+328.8% | $6,790+379.7% | $4,754+585.2% |
| Participant deferral / active EE | $18,122 | $11,626+55.9% | $10,410+74.1% | $6,712+170.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |