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 | $118,371 | $88,754+33.4% | $81,820+44.7% | $145,877-18.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.15% | 1031.77%-1008.6pp | 777.93%-754.8pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,270 | $3,085+6.0% | $2,915+12.2% | $4,663-29.9% |
| Participant deferral / active EE | $11,822 | $4,648+154.4% | $4,323+173.5% | $6,691+76.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |