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 | $95,422 | $202,342-52.8% | $172,753-44.8% | $152,909-37.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 20.94% | 1029.88%-1008.9pp | 803.00%-782.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $5,741 | $5,857-2.0% | $5,144+11.6% | $4,764+20.5% |
| Participant deferral / active EE | $7,009 | $5,948+17.8% | $5,198+34.9% | $5,851+19.8% |
| Admin fee / account holder | -$36 | $17,112-100.2% | $13,956-100.3% | $11,601-100.3% |