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 | $139,973 | $202,345-30.8% | $172,755-19.0% | $152,885-8.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.50% | 1029.77%-1011.3pp | 802.94%-784.4pp | 345.39%-326.9pp |
| Employer contribution / active EE | $7,518 | $5,858+28.3% | $5,144+46.2% | $4,763+57.8% |
| Participant deferral / active EE | $6,776 | $5,948+13.9% | $5,198+30.4% | $5,851+15.8% |
| Admin fee / account holder | $100 | $17,111-99.4% | $13,955-99.3% | $11,598-99.1% |