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 | $181,435 | $202,463-10.4% | $169,397+7.1% | $139,487+30.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 532.64%-516.6pp | 406.23%-390.2pp | 373.84%-357.8pp |
| Employer contribution / active EE | $28,288 | $4,694+502.7% | $4,013+604.9% | $4,755+495.0% |
| Participant deferral / active EE | $20,000 | $6,941+188.1% | $6,223+221.4% | $6,713+197.9% |
| Admin fee / account holder | $37 | $10,726-99.7% | $9,017-99.6% | $11,407-99.7% |