Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,056 | $97,751+44.3% | $103,447+36.4% | $145,877-3.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.67% | 25.43%-8.8pp | 23.92%-7.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $8,360 | $4,684+78.5% | $4,678+78.7% | $4,663+79.3% |
| Participant deferral / active EE | $20,900 | $6,603+216.5% | $6,624+215.5% | $6,691+212.4% |
| Admin fee / account holder | $190 | $12,515-98.5% | $9,415-98.0% | $13,402-98.6% |