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 | $35,413 | $202,342-82.5% | $172,752-79.5% | $152,897-76.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 16.52% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $2,071 | $5,858-64.6% | $5,144-59.7% | $4,764-56.5% |
| Participant deferral / active EE | $2,904 | $5,948-51.2% | $5,198-44.1% | $5,851-50.4% |
| Admin fee / account holder | $248 | $17,111-98.6% | $13,955-98.2% | $11,599-97.9% |