Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,498 | $124,175-7.8% | $108,405+5.6% | $167,553-31.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.90% | 1380.13%-1362.2pp | 905.55%-887.6pp | 478.89%-461.0pp |
| Employer contribution / active EE | $12,326 | $4,188+194.3% | $3,559+246.3% | $4,840+154.7% |
| Participant deferral / active EE | $12,250 | $6,908+77.3% | $6,563+86.7% | $6,343+93.1% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |