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 | $215,708 | $99,009+117.9% | $86,581+149.1% | $147,585+46.2% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 12.20% | 1312.70%-1300.5pp | 965.06%-952.9pp | 578.58%-566.4pp |
| Employer contribution / active EE | $36,736 | $3,132+1072.8% | $2,840+1193.8% | $4,876+653.3% |
| Participant deferral / active EE | $15,464 | $3,972+289.3% | $3,609+328.5% | $5,439+184.3% |
| Admin fee / account holder | $57 | $5,709-99.0% | $4,904-98.8% | $10,886-99.5% |