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 | $101,814 | $202,342-49.7% | $172,753-41.1% | $152,909-33.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.29% | 1029.88%-1003.6pp | 803.00%-776.7pp | 345.46%-319.2pp |
| Employer contribution / active EE | $2,084 | $5,857-64.4% | $5,144-59.5% | $4,764-56.3% |
| Participant deferral / active EE | $9,020 | $5,948+51.6% | $5,198+73.5% | $5,851+54.2% |
| Admin fee / account holder | $16 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |