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 | $103,952 | $202,342-48.6% | $172,752-39.8% | $152,897-32.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.94% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $10,070 | $5,858+71.9% | $5,144+95.8% | $4,764+111.4% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |