Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,059 | $166,020-13.8% | $164,866-13.2% | $145,959-2.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.90% | 100.08%-86.2pp | 69.97%-56.1pp | 561.95%-548.1pp |
| Employer contribution / active EE | $6,500 | $5,275+23.2% | $4,343+49.7% | $4,661+39.5% |
| Participant deferral / active EE | $11,500 | $6,961+65.2% | $6,033+90.6% | $6,689+71.9% |
| Admin fee / account holder | $20 | $16,644-99.9% | $12,689-99.8% | $13,398-99.9% |