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 | $215,973 | $202,342+6.7% | $172,753+25.0% | $152,909+41.2% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 24.57% | 1029.88%-1005.3pp | 803.00%-778.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $2,276 | $5,857-61.1% | $5,144-55.8% | $4,764-52.2% |
| Participant deferral / active EE | $6,830 | $5,948+14.8% | $5,198+31.4% | $5,851+16.7% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |