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 | $84,546 | $202,342-58.2% | $172,753-51.1% | $152,909-44.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.45% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,505 | $5,857-57.2% | $5,144-51.3% | $4,764-47.4% |
| Participant deferral / active EE | $5,430 | $5,948-8.7% | $5,198+4.5% | $5,851-7.2% |
| Admin fee / account holder | $60 | $17,112-99.6% | $13,956-99.6% | $11,601-99.5% |