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 | $132,726 | $88,702+49.6% | $81,780+62.3% | $145,978-9.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.18% | 1029.12%-1017.9pp | 776.27%-765.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,446 | $3,084-53.1% | $2,914-50.4% | $4,662-69.0% |
| Participant deferral / active EE | $3,076 | $4,645-33.8% | $4,321-28.8% | $6,690-54.0% |
| Admin fee / account holder | $95 | $8,414-98.9% | $7,384-98.7% | $13,400-99.3% |