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 | $224,085 | $134,817+66.2% | $123,973+80.8% | $155,188+44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.92% | 515.49%-496.6pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,675 | $4,425-17.0% | $4,126-10.9% | $4,248-13.5% |
| Participant deferral / active EE | $6,691 | $5,706+17.3% | $5,247+27.5% | $6,531+2.5% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |