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 | $174,181 | $202,342-13.9% | $172,753+0.8% | $152,909+13.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.96% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $7,004 | $5,857+19.6% | $5,144+36.2% | $4,764+47.0% |
| Participant deferral / active EE | $3,892 | $5,948-34.6% | $5,198-25.1% | $5,851-33.5% |
| Admin fee / account holder | $298 | $17,112-98.3% | $13,956-97.9% | $11,601-97.4% |