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 | $133,713 | $201,264-33.6% | $184,185-27.4% | $145,978-8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.02% | 29.00%-6.0pp | 28.81%-5.8pp | 550.52%-527.5pp |
| Employer contribution / active EE | $10,050 | $7,021+43.1% | $6,426+56.4% | $4,662+115.6% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,132+192.9% | $6,690+299.9% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |