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 | $95,028 | $176,120-46.0% | $159,487-40.4% | $167,553-43.3% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.66% | 331.95%-318.3pp | 263.71%-250.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $5,343 | $5,299+0.8% | $4,831+10.6% | $4,840+10.4% |
| Participant deferral / active EE | $11,483 | $7,752+48.1% | $7,354+56.2% | $6,343+81.0% |
| Admin fee / account holder | $25 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |