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 | $69,467 | $202,342-65.7% | $172,753-59.8% | $152,909-54.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 29.91% | 1029.88%-1000.0pp | 803.00%-773.1pp | 345.46%-315.6pp |
| Employer contribution / active EE | $16,768 | $5,857+186.3% | $5,144+226.0% | $4,764+252.0% |
| Participant deferral / active EE | $12,482 | $5,948+109.9% | $5,198+140.2% | $5,851+113.3% |
| Admin fee / account holder | $52 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |