Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,618 | $201,370-28.7% | $184,256-22.1% | $145,897-1.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.28% | 29.05%-13.8pp | 28.85%-13.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $13,036 | $7,024+85.6% | $6,427+102.8% | $4,663+179.6% |
| Participant deferral / active EE | $17,289 | $9,808+76.3% | $9,133+89.3% | $6,689+158.5% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |