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 | $228,988 | $209,840+9.1% | $189,517+20.8% | $167,497+36.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 14.12% | 748.35%-734.2pp | 555.19%-541.1pp | 478.62%-464.5pp |
| Employer contribution / active EE | $9,959 | $6,914+44.0% | $6,162+61.6% | $4,838+105.9% |
| Participant deferral / active EE | $11,100 | $8,935+24.2% | $8,221+35.0% | $6,341+75.0% |
| Admin fee / account holder | $40 | $14,294-99.7% | $12,045-99.7% | $12,310-99.7% |