Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,669 | $72,071+74.4% | $68,368+83.8% | $137,256-8.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.81% | 353.14%-338.3pp | 292.57%-277.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,538 | $2,788+242.1% | $2,649+260.1% | $4,156+129.5% |
| Participant deferral / active EE | $5,548 | $4,410+25.8% | $4,123+34.6% | $6,407-13.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |