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 | $101,430 | $202,342-49.9% | $172,752-41.3% | $152,897-33.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.61% | 1029.83%-1007.2pp | 802.97%-780.4pp | 345.43%-322.8pp |
| Employer contribution / active EE | $10,367 | $5,858+77.0% | $5,144+101.5% | $4,764+117.6% |
| Participant deferral / active EE | $6,338 | $5,948+6.6% | $5,198+21.9% | $5,851+8.3% |
| Admin fee / account holder | $167 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |