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 | $40,901 | $202,345-79.8% | $172,755-76.3% | $152,885-73.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 31.93% | 1029.77%-997.8pp | 802.94%-771.0pp | 345.39%-313.5pp |
| Employer contribution / active EE | $2,484 | $5,858-57.6% | $5,144-51.7% | $4,763-47.8% |
| Participant deferral / active EE | $4,854 | $5,948-18.4% | $5,198-6.6% | $5,851-17.0% |
| Admin fee / account holder | $146 | $17,111-99.1% | $13,955-99.0% | $11,598-98.7% |