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 | $61,473 | $202,345-69.6% | $172,755-64.4% | $152,885-59.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.70% | 1029.77%-1007.1pp | 802.94%-780.2pp | 345.39%-322.7pp |
| Employer contribution / active EE | $3,420 | $5,858-41.6% | $5,144-33.5% | $4,763-28.2% |
| Participant deferral / active EE | $7,952 | $5,948+33.7% | $5,198+53.0% | $5,851+35.9% |
| Admin fee / account holder | $3 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |