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 | $182,081 | $150,447+21.0% | $136,298+33.6% | $147,586+23.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 21.29% | 1049.15%-1027.9pp | 5156.27%-5135.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $11,008 | $5,256+109.4% | $4,696+134.4% | $4,876+125.7% |
| Participant deferral / active EE | $12,137 | $6,631+83.0% | $6,247+94.3% | $5,439+123.2% |
| Admin fee / account holder | $130 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |