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 | $238,180 | $202,342+17.7% | $172,753+37.9% | $152,909+55.8% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 23.78% | 1029.88%-1006.1pp | 803.00%-779.2pp | 345.46%-321.7pp |
| Employer contribution / active EE | $10,361 | $5,857+76.9% | $5,144+101.4% | $4,764+117.5% |
| Participant deferral / active EE | $11,051 | $5,948+85.8% | $5,198+112.6% | $5,851+88.9% |
| Admin fee / account holder | $285 | $17,112-98.3% | $13,956-98.0% | $11,601-97.5% |