Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,888 | $202,342-42.2% | $172,753-32.3% | $152,909-23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.25% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,417 | $5,857-75.8% | $5,144-72.5% | $4,764-70.3% |
| Participant deferral / active EE | $8,972 | $5,948+50.8% | $5,198+72.6% | $5,851+53.3% |
| Admin fee / account holder | $8 | $17,112-100.0% | $13,956-99.9% | $11,601-99.9% |