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 | $79,942 | $202,342-60.5% | $172,753-53.7% | $152,909-47.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.39% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,140 | $5,857-29.3% | $5,144-19.5% | $4,764-13.1% |
| Participant deferral / active EE | $4,878 | $5,948-18.0% | $5,198-6.2% | $5,851-16.6% |
| Admin fee / account holder | $147 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |