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 | $86,185 | $58,391+47.6% | $76,657+12.4% | $72,975+18.1% |
| Participation rate | 79.4% | 67.4%+12.0pp | 72.1%+7.3pp | 69.5%+9.9pp |
| Annual return | 20.14% | 2306.65%-2286.5pp | 1166.74%-1146.6pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,384 | $1,787+33.4% | $2,303+3.5% | $2,440-2.3% |
| Participant deferral / active EE | $5,388 | $2,690+100.3% | $3,335+61.5% | $3,608+49.3% |
| Admin fee / account holder | $225 | $4,014-94.4% | $6,423-96.5% | $5,124-95.6% |