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 | $227,813 | $139,948+62.8% | $121,663+87.2% | $154,746+47.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 83.77% | 230.52%-146.7pp | 147.54%-63.8pp | 172.34%-88.6pp |
| Employer contribution / active EE | $8,494 | $3,521+141.2% | $3,020+181.3% | $4,379+94.0% |
| Participant deferral / active EE | $19,733 | $5,629+250.6% | $4,887+303.8% | $6,730+193.2% |
| Admin fee / account holder | $223 | $17,321-98.7% | $14,289-98.4% | $14,365-98.4% |