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 | $79,705 | $202,345-60.6% | $172,755-53.9% | $152,885-47.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 13.44% | 1029.77%-1016.3pp | 802.94%-789.5pp | 345.39%-332.0pp |
| Employer contribution / active EE | $2,406 | $5,858-58.9% | $5,144-53.2% | $4,763-49.5% |
| Participant deferral / active EE | $5,726 | $5,948-3.7% | $5,198+10.2% | $5,851-2.1% |
| Admin fee / account holder | $124 | $17,111-99.3% | $13,955-99.1% | $11,598-98.9% |