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 | $84,856 | $202,326-58.1% | $172,745-50.9% | $152,870-44.5% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 24.03% | 1029.72%-1005.7pp | 802.90%-778.9pp | 345.34%-321.3pp |
| Employer contribution / active EE | $10,020 | $5,858+71.1% | $5,144+94.8% | $4,763+110.4% |
| Participant deferral / active EE | $9,159 | $5,948+54.0% | $5,197+76.2% | $5,850+56.6% |
| Admin fee / account holder | $240 | $17,110-98.6% | $13,954-98.3% | $11,597-97.9% |