Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,520 | $171,867-27.5% | $149,716-16.8% | $147,585-15.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 46.75% | 2113.36%-2066.6pp | 1501.67%-1454.9pp | 578.58%-531.8pp |
| Employer contribution / active EE | $15,081 | $6,275+140.3% | $5,444+177.0% | $4,876+209.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |