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 | $70,911 | $171,865-58.7% | $149,718-52.6% | $147,585-52.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.76% | 2113.29%-2097.5pp | 1501.67%-1485.9pp | 578.56%-562.8pp |
| Employer contribution / active EE | $7,431 | $6,275+18.4% | $5,445+36.5% | $4,876+52.4% |
| Participant deferral / active EE | $9,428 | $7,270+29.7% | $6,569+43.5% | $5,439+73.3% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |