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 | $89,343 | $202,342-55.8% | $172,753-48.3% | $152,909-41.6% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 23.94% | 1029.88%-1005.9pp | 803.00%-779.1pp | 345.46%-321.5pp |
| Employer contribution / active EE | $8,994 | $5,857+53.6% | $5,144+74.9% | $4,764+88.8% |
| Participant deferral / active EE | $6,956 | $5,948+16.9% | $5,198+33.8% | $5,851+18.9% |
| Admin fee / account holder | $22 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |