Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,872 | $175,259-25.9% | $149,723-13.3% | $139,487-6.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.63% | 166.82%-146.2pp | 134.50%-113.9pp | 373.84%-353.2pp |
| Employer contribution / active EE | $5,405 | $5,478-1.3% | $4,821+12.1% | $4,755+13.7% |
| Participant deferral / active EE | $3,040 | $6,522-53.4% | $5,682-46.5% | $6,713-54.7% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |