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 | $91,629 | $88,702+3.3% | $81,780+12.0% | $145,978-37.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.93% | 1029.12%-1017.2pp | 776.27%-764.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $7,673 | $3,084+148.8% | $2,914+163.3% | $4,662+64.6% |
| Participant deferral / active EE | $5,488 | $4,645+18.1% | $4,321+27.0% | $6,690-18.0% |
| Admin fee / account holder | $281 | $8,414-96.7% | $7,384-96.2% | $13,400-97.9% |