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 | $48,253 | $202,342-76.2% | $172,752-72.1% | $152,897-68.4% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 22.87% | 1029.83%-1007.0pp | 802.97%-780.1pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,246 | $5,858-44.6% | $5,144-36.9% | $4,764-31.9% |
| Participant deferral / active EE | $7,224 | $5,948+21.4% | $5,198+39.0% | $5,851+23.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |