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 | $153,348 | $176,105-12.9% | $159,474-3.8% | $167,536-8.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.59% | 331.91%-316.3pp | 263.68%-248.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $19,210 | $5,299+262.5% | $4,831+297.7% | $4,839+297.0% |
| Participant deferral / active EE | $7,569 | $7,751-2.4% | $7,353+2.9% | $6,342+19.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |