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 | $73,307 | $202,342-63.8% | $172,752-57.6% | $152,897-52.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.18% | 1029.83%-1009.6pp | 802.97%-782.8pp | 345.43%-325.2pp |
| Employer contribution / active EE | $13,278 | $5,858+126.7% | $5,144+158.1% | $4,764+178.7% |
| Participant deferral / active EE | $11,300 | $5,948+90.0% | $5,198+117.4% | $5,851+93.1% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |