Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,695 | $202,326-83.3% | $172,745-80.5% | $152,870-78.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.67% | 1029.72%-1011.1pp | 802.90%-784.2pp | 345.34%-326.7pp |
| Employer contribution / active EE | $8,270 | $5,858+41.2% | $5,144+60.8% | $4,763+73.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $273 | $17,110-98.4% | $13,954-98.0% | $11,597-97.6% |