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 | $67,070 | $202,345-66.9% | $172,755-61.2% | $152,885-56.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.13% | 1029.77%-1005.6pp | 802.94%-778.8pp | 345.39%-321.3pp |
| Employer contribution / active EE | $19,760 | $5,858+237.3% | $5,144+284.1% | $4,763+314.9% |
| Participant deferral / active EE | $10,068 | $5,948+69.3% | $5,198+93.7% | $5,851+72.1% |
| Admin fee / account holder | $176 | $17,111-99.0% | $13,955-98.7% | $11,598-98.5% |