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 | $94,908 | $202,342-53.1% | $172,753-45.1% | $152,909-37.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 20.86% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,893 | $5,857-50.6% | $5,144-43.8% | $4,764-39.3% |
| Participant deferral / active EE | $7,607 | $5,948+27.9% | $5,198+46.3% | $5,851+30.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |