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 | $125,402 | $99,011+26.7% | $86,582+44.8% | $147,586-15.0% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 20.12% | 1312.75%-1292.6pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $7,878 | $3,132+151.5% | $2,839+177.4% | $4,876+61.5% |
| Participant deferral / active EE | $7,878 | $3,972+98.3% | $3,609+118.3% | $5,439+44.8% |
| Admin fee / account holder | $231 | $5,709-96.0% | $4,904-95.3% | $10,886-97.9% |