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 | $101,570 | $185,883-45.4% | $170,043-40.3% | $139,466-27.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 124.61% | 60.54%+64.1pp | 53.40%+71.2pp | 373.66%-249.1pp |
| Employer contribution / active EE | $9,151 | $7,596+20.5% | $6,790+34.8% | $4,754+92.5% |
| Participant deferral / active EE | $26,250 | $11,626+125.8% | $10,410+152.2% | $6,712+291.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |