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 | $192,672 | $88,754+117.1% | $81,820+135.5% | $145,877+32.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.87% | 1031.77%-1011.9pp | 777.93%-758.1pp | 551.28%-531.4pp |
| Employer contribution / active EE | $43,133 | $3,085+1298.0% | $2,915+1379.7% | $4,663+825.0% |
| Participant deferral / active EE | $17,863 | $4,648+284.4% | $4,323+313.3% | $6,691+167.0% |
| Admin fee / account holder | $57 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |